Sheaff Brock Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.4M | Sell |
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|
2024
Q4 | $5.99M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $6.36M | Sell |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $4.71M | Sell |
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|
2020
Q2 | $4M | Buy |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $5.45M | Buy |
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|
2019
Q3 | $4.63M | Buy |
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|
2019
Q2 | $4.79M | Sell |
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|
2019
Q1 | $4.8M | Buy |
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|
2018
Q4 | $4.17M | Buy |
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|
2018
Q3 | $4.8M | Buy |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $2.25M | Sell |
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|
2017
Q4 | $3.94M | Sell |
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|
2017
Q3 | $3.67M | Buy |
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|
2017
Q2 | $1.84M | Sell |
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|
2017
Q1 | $1.61M | Sell |
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|
2016
Q4 | $1.67M | Sell |
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|
2016
Q3 | $1.85M | Sell |
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|
2016
Q2 | $1.58M | Sell |
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|
2016
Q1 | $1.63M | Sell |
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|
2015
Q4 | $1.45M | Buy |
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