Savant Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
63,811
+2,908
| +5% | +$1.13M | 0.15% | 91 |
|
|
2025
Q1 | $20.1M | Sell |
60,903
-178
| -0.3% | -$58.7K | 0.15% | 95 |
|
|
2024
Q4 | $22.2M | Buy |
61,081
+6,396
| +12% | +$2.32M | 0.17% | 91 |
|
|
2024
Q3 | $21.4M | Buy |
54,685
+5,944
| +12% | +$2.32M | 0.18% | 92 |
|
|
2024
Q2 | $16.2M | Buy |
48,741
+1,720
| +4% | +$573K | 0.16% | 98 |
|
|
2024
Q1 | $17.2M | Buy |
47,021
+4,136
| +10% | +$1.52M | 0.2% | 86 |
|
|
2023
Q4 | $12.7M | Buy |
42,885
+238
| +0.6% | +$70.4K | 0.16% | 102 |
|
|
2023
Q3 | $11.6M | Buy |
42,647
+16,574
| +64% | +$4.52M | 0.17% | 105 |
|
|
2023
Q2 | $6.42M | Buy |
26,073
+814
| +3% | +$200K | 0.1% | 137 |
|
|
2023
Q1 | $5.78M | Buy |
25,259
+97
| +0.4% | +$22.2K | 0.11% | 130 |
|
|
2022
Q4 | $5.78M | Buy |
25,162
+12,251
| +95% | +$2.81M | 0.14% | 86 |
|
|
2022
Q3 | $2.12M | Sell |
12,911
-110
| -0.8% | -$18K | 0.07% | 144 |
|
|
2022
Q2 | $2.33M | Buy |
13,021
+394
| +3% | +$70.4K | 0.07% | 134 |
|
|
2022
Q1 | $2.81M | Buy |
12,627
+435
| +4% | +$96.9K | 0.09% | 119 |
|
|
2021
Q4 | $2.52M | Sell |
12,192
-1,158
| -9% | -$239K | 0.08% | 129 |
|
|
2021
Q3 | $2.56M | Buy |
13,350
+3,002
| +29% | +$576K | 0.09% | 116 |
|
|
2021
Q2 | $2.25M | Sell |
10,348
-1,837
| -15% | -$400K | 0.09% | 121 |
|
|
2021
Q1 | $2.83M | Sell |
12,185
-1,278
| -9% | -$296K | 0.15% | 90 |
|
|
2020
Q4 | $2.45M | Buy |
13,463
+316
| +2% | +$57.5K | 0.14% | 100 |
|
|
2020
Q3 | $1.96M | Buy |
13,147
+192
| +1% | +$28.6K | 0.13% | 109 |
|
|
2020
Q2 | $1.64M | Sell |
12,955
-151
| -1% | -$19.1K | 0.12% | 126 |
|
|
2020
Q1 | $1.52M | Buy |
13,106
+4,128
| +46% | +$479K | 0.14% | 120 |
|
|
2019
Q4 | $1.33M | Buy |
8,978
+1,013
| +13% | +$150K | 0.16% | 113 |
|
|
2019
Q3 | $1.01M | Sell |
7,965
-38
| -0.5% | -$4.8K | 0.14% | 119 |
|
|
2019
Q2 | $1.09M | Buy |
8,003
+546
| +7% | +$74.4K | 0.15% | 112 |
|
|
2019
Q1 | $1.01M | Buy |
7,457
+173
| +2% | +$23.4K | 0.19% | 102 |
|
|
2018
Q4 | $926K | Sell |
7,284
-568
| -7% | -$72.2K | 0.19% | 100 |
|
|
2018
Q3 | $1.2M | Sell |
7,852
-8
| -0.1% | -$1.22K | 0.21% | 89 |
|
|
2018
Q2 | $1.07M | Sell |
7,860
-973
| -11% | -$132K | 0.23% | 81 |
|
|
2018
Q1 | $1.3M | Sell |
8,833
-324
| -4% | -$47.8K | 0.27% | 70 |
|
|
2017
Q4 | $1.44M | Sell |
9,157
-62
| -0.7% | -$9.77K | 0.3% | 63 |
|
|
2017
Q3 | $1.15M | Sell |
9,219
-367
| -4% | -$45.8K | 0.26% | 68 |
|
|
2017
Q2 | $1.03M | Sell |
9,586
-1,405
| -13% | -$151K | 0.24% | 70 |
|
|
2017
Q1 | $1.02M | Buy |
10,991
+354
| +3% | +$32.9K | 0.25% | 72 |
|
|
2016
Q4 | $986K | Buy |
10,637
+2,192
| +26% | +$203K | 0.26% | 70 |
|
|
2016
Q3 | $750K | Sell |
8,445
-550
| -6% | -$48.8K | 0.21% | 81 |
|
|
2016
Q2 | $682K | Buy |
8,995
+311
| +4% | +$23.6K | 0.2% | 84 |
|
|
2016
Q1 | $665K | Buy |
8,684
+699
| +9% | +$53.5K | 0.2% | 83 |
|
|
2015
Q4 | $543K | Buy |
7,985
+118
| +1% | +$8.02K | 0.17% | 96 |
|
|
2015
Q3 | $514K | Buy |
7,867
+574
| +8% | +$37.5K | 0.18% | 91 |
|
|
2015
Q2 | $619K | Sell |
7,293
-110
| -1% | -$9.34K | 0.21% | 84 |
|
|
2015
Q1 | $592K | Sell |
7,403
-1,166
| -14% | -$93.2K | 0.21% | 87 |
|
|
2014
Q4 | $784K | Buy |
8,569
+3
| +0% | +$274 | 0.3% | 60 |
|
|
2014
Q3 | $848K | Buy |
8,566
+2,212
| +35% | +$219K | 0.36% | 50 |
|
|
2014
Q2 | $690K | Buy |
6,354
+265
| +4% | +$28.8K | 0.3% | 55 |
|
|
2014
Q1 | $605K | Buy |
6,089
+686
| +13% | +$68.2K | 0.28% | 60 |
|
|
2013
Q4 | $491K | Sell |
5,403
-450
| -8% | -$40.9K | 0.24% | 69 |
|
|
2013
Q3 | $488K | Sell |
5,853
-108
| -2% | -$9.01K | 0.27% | 59 |
|
|
2013
Q2 | $492K | Buy |
+5,961
| New | +$492K | 0.29% | 60 |
|