RiverFront Investment 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 | $1.88M | Buy |
4,850
+526
| +12% | +$204K | 0.04% | 110 |
|
|
2025
Q1 | $1.43M | Buy |
4,324
+1,395
| +48% | +$460K | 0.03% | 119 |
|
|
2024
Q4 | $1.06M | Sell |
2,929
-312
| -10% | -$113K | 0.02% | 118 |
|
|
2024
Q3 | $1.27M | Buy |
3,241
+960
| +42% | +$376K | 0.03% | 100 |
|
|
2024
Q2 | $760K | Sell |
2,281
-30
| -1% | -$10K | 0.02% | 99 |
|
|
2024
Q1 | $847K | Sell |
2,311
-58,122
| -96% | -$21.3M | 0.02% | 84 |
|
|
2023
Q4 | $17.9M | Buy |
60,433
+3,129
| +5% | +$925K | 0.56% | 40 |
|
|
2023
Q3 | $15.6M | Buy |
57,304
+2,621
| +5% | +$716K | 0.55% | 38 |
|
|
2023
Q2 | $13.5M | Buy |
54,683
+2,160
| +4% | +$531K | 0.44% | 44 |
|
|
2023
Q1 | $12M | Buy |
52,523
+2,362
| +5% | +$541K | 0.42% | 41 |
|
|
2022
Q4 | $1.82M | Sell |
50,161
-7,241
| -13% | -$263K | 0.41% | 49 |
|
|
2022
Q3 | $11.6M | Sell |
57,402
-6,203
| -10% | -$1.25M | 0.43% | 45 |
|
|
2022
Q2 | $11.4M | Buy |
63,605
+12,910
| +25% | +$2.31M | 0.43% | 44 |
|
|
2022
Q1 | $11.3M | Buy |
50,695
+24,530
| +94% | +$5.47M | 0.36% | 46 |
|
|
2021
Q4 | $5.41M | Buy |
26,165
+1,034
| +4% | +$214K | 0.17% | 54 |
|
|
2021
Q3 | $4.82M | Sell |
25,131
-28,622
| -53% | -$5.49M | 0.16% | 52 |
|
|
2021
Q2 | $11.7M | Buy |
53,753
+744
| +1% | +$162K | 0.24% | 49 |
|
|
2021
Q1 | $12.3M | Buy |
+53,009
| New | +$12.3M | 0.26% | 49 |
|
|
2016
Q3 | – | Sell |
-246,581
| Closed | -$18.7M | – | 64 |
|
|
2016
Q2 | $18.7M | Sell |
246,581
-280
| -0.1% | -$21.2K | 0.5% | 39 |
|
|
2016
Q1 | $18.9M | Buy |
246,861
+11,891
| +5% | +$910K | 0.51% | 40 |
|
|
2015
Q4 | $16M | Buy |
+234,970
| New | +$16M | 0.46% | 43 |
|