Rehmann Capital Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,643
+58
| +2% | +$22.5K | 0.09% | 155 |
|
|
2025
Q1 | $1.18M | Sell |
3,585
-28
| -0.8% | -$9.24K | 0.07% | 195 |
|
|
2024
Q4 | $1.31M | Sell |
3,613
-78
| -2% | -$28.3K | 0.08% | 174 |
|
|
2024
Q3 | $1.44M | Buy |
3,691
+15
| +0.4% | +$5.87K | 0.09% | 160 |
|
|
2024
Q2 | $1.22M | Buy |
3,676
+58
| +2% | +$19.3K | 0.09% | 179 |
|
|
2024
Q1 | $1.33M | Buy |
3,618
+156
| +5% | +$57.2K | 0.1% | 164 |
|
|
2023
Q4 | $1.02M | Sell |
3,462
-51
| -1% | -$15.1K | 0.08% | 185 |
|
|
2023
Q3 | $959K | Sell |
3,513
-81
| -2% | -$22.1K | 0.09% | 180 |
|
|
2023
Q2 | $884K | Sell |
3,594
-16
| -0.4% | -$3.94K | 0.08% | 203 |
|
|
2023
Q1 | $826K | Sell |
3,610
-152
| -4% | -$34.8K | 0.08% | 218 |
|
|
2022
Q4 | $901K | Buy |
3,762
+358
| +11% | +$85.8K | 0.09% | 194 |
|
|
2022
Q3 | $559K | Buy |
3,404
+73
| +2% | +$12K | 0.06% | 271 |
|
|
2022
Q2 | $595K | Sell |
3,331
-371
| -10% | -$66.3K | 0.07% | 255 |
|
|
2022
Q1 | $825K | Buy |
3,702
+36
| +1% | +$8.02K | 0.08% | 225 |
|
|
2021
Q4 | $758K | Buy |
3,666
+106
| +3% | +$21.9K | 0.07% | 241 |
|
|
2021
Q3 | $680K | Buy |
3,560
+153
| +4% | +$29.2K | 0.06% | 257 |
|
|
2021
Q2 | $745K | Sell |
3,407
-68
| -2% | -$14.9K | 0.07% | 231 |
|
|
2021
Q1 | $806K | Buy |
3,475
+627
| +22% | +$145K | 0.08% | 204 |
|
|
2020
Q4 | $534K | Buy |
2,848
+69
| +2% | +$12.9K | 0.06% | 255 |
|
|
2020
Q3 | $415K | Buy |
2,779
+164
| +6% | +$24.5K | 0.05% | 275 |
|
|
2020
Q2 | $331K | Buy |
2,615
+56
| +2% | +$7.09K | 0.05% | 308 |
|
|
2020
Q1 | $297K | Buy |
+2,559
| New | +$297K | 0.05% | 285 |
|
|
2019
Q3 | $324K | Buy |
2,564
+7
| +0.3% | +$884 | 0.04% | 240 |
|
|
2019
Q2 | $349K | Sell |
2,557
-73
| -3% | -$9.95K | 0.04% | 312 |
|
|
2019
Q1 | $356K | Buy |
2,630
+270
| +11% | +$36.6K | 0.05% | 285 |
|
|
2018
Q4 | $300K | Buy |
2,360
+97
| +4% | +$12.3K | 0.05% | 194 |
|
|
2018
Q3 | $345K | Sell |
2,263
-492
| -18% | -$75K | 0.05% | 277 |
|
|
2018
Q2 | $374K | Sell |
2,755
-503
| -15% | -$68.2K | 0.05% | 254 |
|
|
2018
Q1 | $480K | Sell |
3,258
-124
| -4% | -$18.3K | 0.07% | 194 |
|
|
2017
Q4 | $533K | Sell |
3,382
-156
| -4% | -$24.6K | 0.09% | 186 |
|
|
2017
Q3 | $441K | Buy |
3,538
+96
| +3% | +$12K | 0.08% | 200 |
|
|
2017
Q2 | $370K | Sell |
3,442
-4,013
| -54% | -$431K | 0.07% | 209 |
|
|
2017
Q1 | $692K | Sell |
7,455
-1,097
| -13% | -$102K | 0.12% | 152 |
|
|
2016
Q4 | $793K | Buy |
8,552
+226
| +3% | +$21K | 0.15% | 133 |
|
|
2016
Q3 | $739K | Sell |
8,326
-1,335
| -14% | -$118K | 0.14% | 131 |
|
|
2016
Q2 | $732K | Sell |
9,661
-338
| -3% | -$25.6K | 0.14% | 134 |
|
|
2016
Q1 | $765K | Buy |
9,999
+5,122
| +105% | +$392K | 0.15% | 120 |
|
|
2015
Q4 | $331K | Buy |
4,877
+1,138
| +30% | +$77.2K | 0.07% | 218 |
|
|
2015
Q3 | $244K | Buy |
3,739
+98
| +3% | +$6.4K | 0.06% | 261 |
|
|
2015
Q2 | $309K | Sell |
3,641
-495
| -12% | -$42K | 0.07% | 220 |
|
|
2015
Q1 | $331K | Sell |
4,136
-1,967
| -32% | -$157K | 0.08% | 217 |
|
|
2014
Q4 | $559K | Sell |
6,103
-488
| -7% | -$44.7K | 0.13% | 141 |
|
|
2014
Q3 | $653K | Buy |
6,591
+1,777
| +37% | +$176K | 0.15% | 122 |
|
|
2014
Q2 | $523K | Buy |
4,814
+216
| +5% | +$23.5K | 0.12% | 140 |
|
|
2014
Q1 | $457K | Sell |
4,598
-262
| -5% | -$26K | 0.12% | 147 |
|
|
2013
Q4 | $441K | Sell |
4,860
-1,737
| -26% | -$158K | 0.13% | 149 |
|
|
2013
Q3 | $550K | Buy |
6,597
+125
| +2% | +$10.4K | 0.18% | 112 |
|
|
2013
Q2 | $534K | Buy |
+6,472
| New | +$534K | 0.19% | 101 |
|