River Wealth 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 | $2.42M | Buy |
6,232
+145
| +2% | +$56.3K | 0.3% | 70 |
|
|
2025
Q1 | $2.01M | Sell |
6,087
-166
| -3% | -$54.7K | 0.28% | 76 |
|
|
2024
Q4 | $2.27M | Sell |
6,253
-50
| -0.8% | -$18.1K | 0.3% | 75 |
|
|
2024
Q3 | $2.47M | Sell |
6,303
-98
| -2% | -$38.3K | 0.33% | 77 |
|
|
2024
Q2 | $2.13M | Buy |
6,401
+173
| +3% | +$57.6K | 0.31% | 78 |
|
|
2024
Q1 | $2.28M | Buy |
6,228
+471
| +8% | +$173K | 0.33% | 78 |
|
|
2023
Q4 | $1.7M | Sell |
5,757
-284
| -5% | -$84K | 0.27% | 85 |
|
|
2023
Q3 | $1.65M | Sell |
6,041
-40
| -0.7% | -$10.9K | 0.3% | 85 |
|
|
2023
Q2 | $1.5M | Sell |
6,081
-100
| -2% | -$24.6K | 0.25% | 94 |
|
|
2023
Q1 | $1.41M | Sell |
6,181
-117
| -2% | -$26.8K | 0.26% | 95 |
|
|
2022
Q4 | $1.51M | Sell |
6,298
-199
| -3% | -$47.7K | 0.29% | 87 |
|
|
2022
Q3 | $1.07M | Sell |
6,497
-141
| -2% | -$23.1K | 0.23% | 101 |
|
|
2022
Q2 | $1.19M | Buy |
6,638
+1,736
| +35% | +$310K | 0.22% | 101 |
|
|
2022
Q1 | $1.09M | Buy |
4,902
+200
| +4% | +$44.6K | 0.17% | 114 |
|
|
2021
Q4 | $972K | Buy |
4,702
+3
| +0.1% | +$620 | 0.15% | 118 |
|
|
2021
Q3 | $902K | Sell |
4,699
-34
| -0.7% | -$6.53K | 0.15% | 115 |
|
|
2021
Q2 | $1.03M | Sell |
4,733
-200
| -4% | -$43.5K | 0.18% | 109 |
|
|
2021
Q1 | $1.14M | Sell |
4,933
-24
| -0.5% | -$5.57K | 0.21% | 99 |
|
|
2020
Q4 | $902K | Sell |
4,957
-85
| -2% | -$15.5K | 0.2% | 105 |
|
|
2020
Q3 | $752K | Sell |
5,042
-4
| -0.1% | -$597 | 0.2% | 105 |
|
|
2020
Q2 | $638K | Sell |
5,046
-3
| -0.1% | -$379 | 0.19% | 108 |
|
|
2020
Q1 | $586K | Sell |
5,049
-18
| -0.4% | -$2.09K | 0.23% | 97 |
|
|
2019
Q4 | $748K | Sell |
5,067
-100
| -2% | -$14.8K | 0.25% | 96 |
|
|
2019
Q3 | $653K | Buy |
5,167
+78
| +2% | +$9.86K | 0.25% | 94 |
|
|
2019
Q2 | $694K | Buy |
5,089
+122
| +2% | +$16.6K | 0.27% | 92 |
|
|
2019
Q1 | $673K | Buy |
4,967
+130
| +3% | +$17.6K | 0.28% | 92 |
|
|
2018
Q4 | $615K | Buy |
4,837
+35
| +0.7% | +$4.45K | 0.27% | 91 |
|
|
2018
Q3 | $732K | Sell |
4,802
-310
| -6% | -$47.3K | 0.27% | 94 |
|
|
2018
Q2 | $694K | Sell |
5,112
-180
| -3% | -$24.4K | 0.27% | 99 |
|
|
2018
Q1 | $780K | Buy |
5,292
+1,550
| +41% | +$228K | 0.33% | 98 |
|
|
2017
Q4 | $590K | Sell |
3,742
-100
| -3% | -$15.8K | 0.25% | 108 |
|
|
2017
Q3 | $479K | Sell |
3,842
-185
| -5% | -$23.1K | 0.22% | 113 |
|
|
2017
Q2 | $433K | Buy |
4,027
+220
| +6% | +$23.7K | 0.2% | 117 |
|
|
2017
Q1 | $353K | Sell |
3,807
-1,172
| -24% | -$109K | 0.17% | 126 |
|
|
2016
Q4 | $462K | Sell |
4,979
-315
| -6% | -$29.2K | 0.23% | 113 |
|
|
2016
Q3 | $470K | Sell |
5,294
-555
| -9% | -$49.3K | 0.26% | 109 |
|
|
2016
Q2 | $443K | Sell |
5,849
-415
| -7% | -$31.4K | 0.25% | 109 |
|
|
2016
Q1 | $479K | Sell |
6,264
-458
| -7% | -$35K | 0.29% | 100 |
|
|
2015
Q4 | $457K | Sell |
6,722
-580
| -8% | -$39.4K | 0.29% | 98 |
|
|
2015
Q3 | $477K | Sell |
7,302
-260
| -3% | -$17K | 0.33% | 95 |
|
|
2015
Q2 | $641K | Sell |
7,562
-432
| -5% | -$36.6K | 0.41% | 83 |
|
|
2015
Q1 | $640K | Buy |
+7,994
| New | +$640K | 0.4% | 84 |
|