Realta Investment 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 | $1.06M | Buy |
2,728
+70
| +3% | +$27.2K | 0.42% | 58 |
|
|
2025
Q1 | $877K | Buy |
2,658
+270
| +11% | +$89K | 0.4% | 62 |
|
|
2024
Q4 | $869K | Sell |
2,388
-41
| -2% | -$14.9K | 0.36% | 60 |
|
|
2024
Q3 | $957K | Sell |
2,429
-2,118
| -47% | -$834K | 0.44% | 52 |
|
|
2024
Q2 | $1.51M | Buy |
4,547
+173
| +4% | +$57.6K | 0.3% | 75 |
|
|
2024
Q1 | $1.6M | Sell |
4,374
-229
| -5% | -$83.9K | 0.33% | 67 |
|
|
2023
Q4 | $1.36M | Sell |
4,603
-1,048
| -19% | -$310K | 0.31% | 73 |
|
|
2023
Q3 | $1.39M | Sell |
5,651
-150
| -3% | -$36.9K | 0.32% | 68 |
|
|
2023
Q2 | $1.43M | Sell |
5,801
-491
| -8% | -$121K | 0.31% | 70 |
|
|
2023
Q1 | $1.44M | Buy |
6,292
+160
| +3% | +$36.6K | 0.35% | 74 |
|
|
2022
Q4 | $1.47M | Buy |
6,132
+36
| +0.6% | +$8.62K | 0.36% | 62 |
|
|
2022
Q3 | $1M | Buy |
6,096
+75
| +1% | +$12.3K | 0.26% | 90 |
|
|
2022
Q2 | $1.07M | Buy |
6,021
+315
| +6% | +$56.1K | 0.26% | 90 |
|
|
2022
Q1 | $1.27M | Buy |
5,706
+1,109
| +24% | +$247K | 0.25% | 89 |
|
|
2021
Q4 | $950K | Buy |
4,597
+433
| +10% | +$89.5K | 0.21% | 120 |
|
|
2021
Q3 | $799K | Sell |
4,164
-78
| -2% | -$15K | 0.19% | 135 |
|
|
2021
Q2 | $923K | Sell |
4,242
-330
| -7% | -$71.8K | 0.22% | 118 |
|
|
2021
Q1 | $1.06M | Sell |
4,572
-729
| -14% | -$169K | 0.28% | 93 |
|
|
2020
Q4 | $965K | Buy |
5,301
+599
| +13% | +$109K | 0.27% | 83 |
|
|
2020
Q3 | $701K | Buy |
4,702
+1,313
| +39% | +$196K | 0.23% | 99 |
|
|
2020
Q2 | $429K | Buy |
3,389
+88
| +3% | +$11.1K | 0.14% | 188 |
|
|
2020
Q1 | $383K | Sell |
3,301
-1,958
| -37% | -$227K | 0.16% | 168 |
|
|
2019
Q4 | $758K | Buy |
5,259
+448
| +9% | +$64.6K | 0.21% | 118 |
|
|
2019
Q3 | $610K | Buy |
4,811
+172
| +4% | +$21.8K | 0.17% | 144 |
|
|
2019
Q2 | $634K | Sell |
4,639
-1,430
| -24% | -$195K | 0.18% | 143 |
|
|
2019
Q1 | $824K | Buy |
+6,069
| New | +$824K | 0.38% | 68 |
|