Ranch Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
1,660
+2
| +0.1% | +$776 | 0.28% | 85 |
|
|
2025
Q1 | $547K | Buy |
1,658
+2
| +0.1% | +$660 | 0.26% | 90 |
|
|
2024
Q4 | $601K | Buy |
1,656
+2
| +0.1% | +$726 | 0.28% | 82 |
|
|
2024
Q3 | $647K | Sell |
1,654
-44
| -3% | -$17.2K | 0.31% | 84 |
|
|
2024
Q2 | $565K | Sell |
1,698
-144
| -8% | -$48K | 0.3% | 85 |
|
|
2024
Q1 | $675K | Buy |
1,842
+34
| +2% | +$12.5K | 0.36% | 75 |
|
|
2023
Q4 | $535K | Sell |
1,808
-18
| -1% | -$5.32K | 0.33% | 85 |
|
|
2023
Q3 | $498K | Sell |
1,826
-32
| -2% | -$8.74K | 0.35% | 83 |
|
|
2023
Q2 | $457K | Buy |
1,858
+2
| +0.1% | +$492 | 0.32% | 94 |
|
|
2023
Q1 | $425K | Sell |
1,856
-125
| -6% | -$28.6K | 0.31% | 96 |
|
|
2022
Q4 | $474K | Sell |
1,981
-49
| -2% | -$11.7K | 0.37% | 84 |
|
|
2022
Q3 | $333K | Buy |
2,030
+3
| +0.1% | +$492 | 0.27% | 104 |
|
|
2022
Q2 | $362K | Buy |
2,027
+2
| +0.1% | +$357 | 0.28% | 100 |
|
|
2022
Q1 | $451K | Buy |
2,025
+2
| +0.1% | +$445 | 0.3% | 94 |
|
|
2021
Q4 | $418K | Buy |
2,023
+2
| +0.1% | +$413 | 0.27% | 102 |
|
|
2021
Q3 | $388K | Buy |
2,021
+3
| +0.1% | +$576 | 0.24% | 106 |
|
|
2021
Q2 | $439K | Buy |
2,018
+2
| +0.1% | +$435 | 0.26% | 103 |
|
|
2021
Q1 | $467K | Buy |
2,016
+2
| +0.1% | +$463 | 0.31% | 87 |
|
|
2020
Q4 | $366K | Buy |
2,014
+122
| +6% | +$22.2K | 0.26% | 101 |
|
|
2020
Q3 | $303K | Sell |
1,892
-403
| -18% | -$64.5K | 0.24% | 102 |
|
|
2020
Q2 | $325K | Sell |
2,295
-102
| -4% | -$14.4K | 0.25% | 100 |
|
|
2020
Q1 | $278K | Buy |
2,397
+1,405
| +142% | +$163K | 0.28% | 94 |
|
|
2019
Q4 | $147K | Buy |
+992
| New | +$147K | 0.12% | 173 |
|