Regal 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 | $648K | Buy |
1,670
+20
| +1% | +$7.76K | 0.05% | 302 |
|
|
2025
Q1 | $544K | Sell |
1,650
-1,302
| -44% | -$429K | 0.04% | 310 |
|
|
2024
Q4 | $1.07M | Sell |
2,952
-189
| -6% | -$68.6K | 0.08% | 218 |
|
|
2024
Q3 | $1.23M | Sell |
3,141
-435
| -12% | -$170K | 0.09% | 224 |
|
|
2024
Q2 | $1.19M | Sell |
3,576
-161
| -4% | -$53.6K | 0.08% | 234 |
|
|
2024
Q1 | $1.37M | Sell |
3,737
-87
| -2% | -$31.9K | 0.09% | 210 |
|
|
2023
Q4 | $1.13M | Buy |
3,824
+179
| +5% | +$52.9K | 0.09% | 210 |
|
|
2023
Q3 | $995K | Sell |
3,645
-203
| -5% | -$55.4K | 0.08% | 206 |
|
|
2023
Q2 | $947K | Buy |
3,848
+194
| +5% | +$47.7K | 0.08% | 209 |
|
|
2023
Q1 | $836K | Buy |
3,654
+106
| +3% | +$24.3K | 0.07% | 211 |
|
|
2022
Q4 | $850K | Buy |
3,548
+105
| +3% | +$25.2K | 0.08% | 206 |
|
|
2022
Q3 | $565K | Sell |
3,443
-6,064
| -64% | -$995K | 0.06% | 240 |
|
|
2022
Q2 | $1.7M | Buy |
9,507
+214
| +2% | +$38.2K | 0.18% | 125 |
|
|
2022
Q1 | $2.07M | Sell |
9,293
-12
| -0.1% | -$2.67K | 0.19% | 124 |
|
|
2021
Q4 | $1.92M | Sell |
9,305
-94
| -1% | -$19.4K | 0.17% | 130 |
|
|
2021
Q3 | $1.8M | Buy |
9,399
+1,801
| +24% | +$346K | 0.18% | 133 |
|
|
2021
Q2 | $1.65M | Buy |
+7,598
| New | +$1.65M | 0.17% | 141 |
|
|
2021
Q1 | – | Sell |
-11,026
| Closed | -$2.01M | – | 75 |
|
|
2020
Q4 | $2.01M | Buy |
+11,026
| New | +$2.01M | 0.23% | 112 |
|
|
2020
Q1 | – | Sell |
-15,704
| Closed | -$2.32M | – | 60 |
|
|
2019
Q4 | $2.32M | Sell |
15,704
-181
| -1% | -$26.7K | 0.42% | 74 |
|
|
2019
Q3 | $2.01M | Sell |
15,885
-530
| -3% | -$66.9K | 0.39% | 86 |
|
|
2019
Q2 | $2.24M | Sell |
16,415
-1,160
| -7% | -$158K | 0.44% | 74 |
|
|
2019
Q1 | $2.38M | Buy |
17,575
+624
| +4% | +$84.5K | 0.48% | 58 |
|
|
2018
Q4 | $2.15M | Buy |
+16,951
| New | +$2.15M | 0.47% | 61 |
|
|
2018
Q2 | – | Sell |
-1,628
| Closed | -$240K | – | 264 |
|
|
2018
Q1 | $240K | Sell |
1,628
-210
| -11% | -$31K | 0.05% | 256 |
|
|
2017
Q4 | $290K | Buy |
1,838
+33
| +2% | +$5.21K | 0.06% | 228 |
|
|
2017
Q3 | $225K | Buy |
+1,805
| New | +$225K | 0.05% | 251 |
|
|
2016
Q4 | – | Sell |
-2,798
| Closed | -$248K | – | 249 |
|
|
2016
Q3 | $248K | Buy |
+2,798
| New | +$248K | 0.07% | 229 |
|
|
2016
Q2 | – | Sell |
-3,770
| Closed | -$289K | – | 248 |
|
|
2016
Q1 | $289K | Buy |
+3,770
| New | +$289K | 0.08% | 204 |
|
|
2015
Q4 | – | Sell |
-1,804
| Closed | -$117K | – | 357 |
|
|
2015
Q3 | $117K | Buy |
1,804
+938
| +108% | +$60.8K | 0.03% | 321 |
|
|
2015
Q2 | $73K | Hold |
866
| – | – | 0.02% | 376 |
|
|
2015
Q1 | $69K | Buy |
866
+299
| +53% | +$23.8K | 0.02% | 392 |
|
|
2014
Q4 | $52K | Sell |
567
-4,028
| -88% | -$369K | 0.01% | 388 |
|
|
2014
Q3 | $455K | Sell |
4,595
-10
| -0.2% | -$990 | 0.14% | 149 |
|
|
2014
Q2 | $500K | Sell |
4,605
-976
| -17% | -$106K | 0.18% | 133 |
|
|
2014
Q1 | $555K | Buy |
5,581
+797
| +17% | +$79.3K | 0.24% | 110 |
|
|
2013
Q4 | $434K | Sell |
4,784
-1,498
| -24% | -$136K | 0.25% | 111 |
|
|
2013
Q3 | $524K | Buy |
6,282
+419
| +7% | +$35K | 0.31% | 106 |
|
|
2013
Q2 | $484K | Buy |
+5,863
| New | +$484K | 0.27% | 109 |
|