RWM
Ritholtz Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
12,959
+3,372
| +35% | +$1.31M | 0.11% | 110 |
|
|
2025
Q1 | $3.16M | Buy |
9,587
+4
| +0% | +$1.32K | 0.09% | 154 |
|
|
2024
Q4 | $3.48M | Buy |
9,583
+1,940
| +25% | +$704K | 0.1% | 123 |
|
|
2024
Q3 | $2.99M | Buy |
7,643
+1,250
| +20% | +$489K | 0.09% | 154 |
|
|
2024
Q2 | $2.13M | Sell |
6,393
-195
| -3% | -$65K | 0.07% | 193 |
|
|
2024
Q1 | $2.41M | Sell |
6,588
-948
| -13% | -$347K | 0.08% | 162 |
|
|
2023
Q4 | $2.23M | Buy |
7,536
+139
| +2% | +$41.1K | 0.09% | 149 |
|
|
2023
Q3 | $2.02M | Buy |
7,397
+357
| +5% | +$97.5K | 0.09% | 144 |
|
|
2023
Q2 | $1.73M | Buy |
7,040
+303
| +4% | +$74.5K | 0.08% | 167 |
|
|
2023
Q1 | $1.54M | Buy |
6,737
+318
| +5% | +$72.8K | 0.08% | 165 |
|
|
2022
Q4 | $1.54M | Sell |
6,419
-251
| -4% | -$60.1K | 0.09% | 161 |
|
|
2022
Q3 | $1.09M | Buy |
6,670
+250
| +4% | +$41K | 0.06% | 223 |
|
|
2022
Q2 | $1.15M | Buy |
6,420
+630
| +11% | +$113K | 0.07% | 160 |
|
|
2022
Q1 | $1.29M | Buy |
5,790
+638
| +12% | +$142K | 0.09% | 144 |
|
|
2021
Q4 | $1.07M | Buy |
5,152
+243
| +5% | +$50.2K | 0.07% | 160 |
|
|
2021
Q3 | $942K | Sell |
4,909
-29
| -0.6% | -$5.57K | 0.07% | 152 |
|
|
2021
Q2 | $1.08M | Buy |
4,938
+255
| +5% | +$55.5K | 0.08% | 129 |
|
|
2021
Q1 | $1.09M | Buy |
4,683
+1,221
| +35% | +$283K | 0.09% | 104 |
|
|
2020
Q4 | $630K | Buy |
3,462
+255
| +8% | +$46.4K | 0.06% | 128 |
|
|
2020
Q3 | $478K | Buy |
3,207
+530
| +20% | +$79K | 0.05% | 144 |
|
|
2020
Q2 | $339K | Buy |
2,677
+414
| +18% | +$52.4K | 0.04% | 157 |
|
|
2020
Q1 | $263K | Sell |
2,263
-756
| -25% | -$87.9K | 0.04% | 118 |
|
|
2019
Q4 | $446K | Buy |
3,019
+73
| +2% | +$10.8K | 0.07% | 88 |
|
|
2019
Q3 | $372K | Buy |
2,946
+31
| +1% | +$3.91K | 0.06% | 95 |
|
|
2019
Q2 | $397K | Hold |
2,915
| – | – | 0.07% | 86 |
|
|
2019
Q1 | $395K | Sell |
2,915
-805
| -22% | -$109K | 0.07% | 85 |
|
|
2018
Q4 | $473K | Sell |
3,720
-80
| -2% | -$10.2K | 0.11% | 71 |
|
|
2018
Q3 | $579K | Sell |
3,800
-46
| -1% | -$7.01K | 0.15% | 55 |
|
|
2018
Q2 | $522K | Buy |
3,846
+46
| +1% | +$6.24K | 0.14% | 58 |
|
|
2018
Q1 | $560K | Hold |
3,800
| – | – | 0.16% | 52 |
|
|
2017
Q4 | $599K | Hold |
3,800
| – | – | 0.18% | 60 |
|
|
2017
Q3 | $474K | Hold |
3,800
| – | – | 0.18% | 41 |
|
|
2017
Q2 | $408K | Buy |
+3,800
| New | +$408K | 0.17% | 46 |
|
|
2016
Q4 | $479K | Buy |
+5,165
| New | +$479K | 0.25% | 43 |
|