Sequoia Financial 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 | $66.4M | Buy |
170,951
+45,522
| +36% | +$17.7M | 0.45% | 50 |
|
|
2025
Q1 | $41.4M | Buy |
125,429
+4,218
| +3% | +$1.39M | 0.32% | 68 |
|
|
2024
Q4 | $44M | Buy |
121,211
+45,765
| +61% | +$16.6M | 0.42% | 54 |
|
|
2024
Q3 | $29.5M | Buy |
75,446
+7,406
| +11% | +$2.9M | 0.32% | 76 |
|
|
2024
Q2 | $22.7M | Buy |
68,040
+11,367
| +20% | +$3.79M | 0.27% | 83 |
|
|
2024
Q1 | $20.8M | Sell |
56,673
-2,561
| -4% | -$938K | 0.26% | 85 |
|
|
2023
Q4 | $17.5M | Buy |
59,234
+48,362
| +445% | +$14.3M | 0.22% | 95 |
|
|
2023
Q3 | $2.97M | Sell |
10,872
-108
| -1% | -$29.5K | 0.05% | 190 |
|
|
2023
Q2 | $2.7M | Buy |
10,980
+752
| +7% | +$185K | 0.05% | 204 |
|
|
2023
Q1 | $2.34M | Sell |
10,228
-87
| -0.8% | -$19.9K | 0.05% | 199 |
|
|
2022
Q4 | $2.47M | Buy |
10,315
+1,039
| +11% | +$249K | 0.06% | 181 |
|
|
2022
Q3 | $1.53M | Sell |
9,276
-935
| -9% | -$154K | 0.05% | 176 |
|
|
2022
Q2 | $1.83M | Sell |
10,211
-307
| -3% | -$54.9K | 0.05% | 185 |
|
|
2022
Q1 | $2.34M | Buy |
10,518
+3,086
| +42% | +$688K | 0.06% | 174 |
|
|
2021
Q4 | $1.54M | Buy |
7,432
+5,960
| +405% | +$1.23M | 0.04% | 209 |
|
|
2021
Q3 | $283K | Sell |
1,472
-4,568
| -76% | -$878K | 0.03% | 211 |
|
|
2021
Q2 | $1.31M | Buy |
6,040
+104
| +2% | +$22.6K | 0.05% | 178 |
|
|
2021
Q1 | $1.38M | Sell |
5,936
-3,227
| -35% | -$748K | 0.06% | 162 |
|
|
2020
Q4 | $1.67M | Buy |
9,163
+134
| +1% | +$24.4K | 0.08% | 139 |
|
|
2020
Q3 | $1.35M | Sell |
9,029
-31
| -0.3% | -$4.63K | 0.07% | 140 |
|
|
2020
Q2 | $1.15M | Buy |
9,060
+558
| +7% | +$70.6K | 0.07% | 135 |
|
|
2020
Q1 | $987K | Buy |
8,502
+1,145
| +16% | +$133K | 0.07% | 120 |
|
|
2019
Q4 | $1.09M | Sell |
7,357
-814
| -10% | -$120K | 0.07% | 137 |
|
|
2019
Q3 | $1.03M | Buy |
8,171
+3,409
| +72% | +$431K | 0.07% | 127 |
|
|
2019
Q2 | $649K | Sell |
4,762
-138
| -3% | -$18.8K | 0.05% | 165 |
|
|
2019
Q1 | $664K | Buy |
4,900
+2,192
| +81% | +$297K | 0.05% | 154 |
|
|
2018
Q4 | $344K | Buy |
2,708
+357
| +15% | +$45.4K | 0.04% | 186 |
|
|
2018
Q3 | $359K | Buy |
2,351
+185
| +9% | +$28.3K | 0.04% | 200 |
|
|
2018
Q2 | $294K | Buy |
2,166
+100
| +5% | +$13.6K | 0.03% | 231 |
|
|
2018
Q1 | $304K | Buy |
2,066
+618
| +43% | +$90.9K | 0.03% | 229 |
|
|
2017
Q4 | $228K | Buy |
+1,448
| New | +$228K | 0.02% | 264 |
|