RF
Robbins Farley’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
14,933
+266
| +2% | +$103K | 2.7% | 12 |
|
|
2025
Q1 | $4.84M | Buy |
14,667
+124
| +0.9% | +$40.9K | 2.57% | 14 |
|
|
2024
Q4 | $5.28M | Buy |
14,543
+186
| +1% | +$67.5K | 2.51% | 10 |
|
|
2024
Q3 | $5.62M | Sell |
14,357
-881
| -6% | -$345K | 2.83% | 7 |
|
|
2024
Q2 | $5.08M | Buy |
15,238
+460
| +3% | +$153K | 2.7% | 10 |
|
|
2024
Q1 | $5.42M | Sell |
14,778
-445
| -3% | -$163K | 2.85% | 5 |
|
|
2023
Q4 | $4.5M | Buy |
15,223
+205
| +1% | +$60.6K | 2.7% | 6 |
|
|
2023
Q3 | $4.1M | Sell |
15,018
-579
| -4% | -$158K | 2.77% | 5 |
|
|
2023
Q2 | $3.84M | Buy |
15,597
+1,092
| +8% | +$269K | 2.65% | 11 |
|
|
2023
Q1 | $3.32M | Sell |
14,505
-286
| -2% | -$65.4K | 2.22% | 12 |
|
|
2022
Q4 | $3.54M | Sell |
14,791
-5,612
| -28% | -$1.34M | 2.74% | 7 |
|
|
2022
Q3 | $3.35M | Sell |
20,403
-514
| -2% | -$84.3K | 2.75% | 8 |
|
|
2022
Q2 | $3.74M | Sell |
20,917
-1,147
| -5% | -$205K | 3.9% | 4 |
|
|
2022
Q1 | $4.92M | Sell |
22,064
-764
| -3% | -$170K | 3.7% | 2 |
|
|
2021
Q4 | $4.72M | Buy |
22,828
+1,947
| +9% | +$402K | 3.49% | 8 |
|
|
2021
Q3 | $4.01M | Buy |
+20,881
| New | +$4.01M | 2.96% | 7 |
|
|
2021
Q2 | – | Sell |
-17,474
| Closed | -$4.24M | – | 101 |
|
|
2021
Q1 | $4.24M | Sell |
17,474
-2,937
| -14% | -$712K | 3.73% | 4 |
|
|
2020
Q4 | $3.72M | Buy |
+20,411
| New | +$3.72M | 3.66% | 6 |
|