Sittner & Nelson’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
3,208
+442
| +16% | +$172K | 0.5% | 38 |
|
|
2025
Q1 | $912K | Buy |
2,766
+1
| +0% | +$330 | 0.39% | 46 |
|
|
2024
Q4 | $1M | Buy |
2,765
+2
| +0.1% | +$725 | 0.43% | 43 |
|
|
2024
Q3 | $1.08M | Sell |
2,763
-24
| -0.9% | -$9.39K | 0.48% | 39 |
|
|
2024
Q2 | $928K | Buy |
2,787
+2
| +0.1% | +$666 | 0.46% | 44 |
|
|
2024
Q1 | $1.02M | Sell |
2,785
-544
| -16% | -$199K | 0.51% | 37 |
|
|
2023
Q4 | $984K | Buy |
3,329
+91
| +3% | +$26.9K | 0.53% | 37 |
|
|
2023
Q3 | $884K | Buy |
3,238
+2
| +0.1% | +$546 | 0.51% | 38 |
|
|
2023
Q2 | $796K | Buy |
3,236
+820
| +34% | +$202K | 0.44% | 44 |
|
|
2023
Q1 | $553K | Buy |
2,416
+169
| +8% | +$38.7K | 0.32% | 57 |
|
|
2022
Q4 | $538K | Buy |
2,247
+549
| +32% | +$132K | 0.33% | 55 |
|
|
2022
Q3 | $279K | Buy |
1,698
+277
| +19% | +$45.5K | 0.19% | 86 |
|
|
2022
Q2 | $254K | Buy |
1,421
+296
| +26% | +$52.9K | 0.17% | 95 |
|
|
2022
Q1 | $251K | Buy |
1,125
+2
| +0.2% | +$446 | 0.15% | 95 |
|
|
2021
Q4 | $232K | Buy |
1,123
+1
| +0.1% | +$207 | 0.14% | 94 |
|
|
2021
Q3 | $215K | Buy |
1,122
+1
| +0.1% | +$192 | 0.14% | 92 |
|
|
2021
Q2 | $244K | Buy |
1,121
+2
| +0.2% | +$435 | 0.17% | 80 |
|
|
2021
Q1 | $260K | Sell |
1,119
-39
| -3% | -$9.06K | 0.19% | 76 |
|
|
2020
Q4 | $211K | Buy |
+1,158
| New | +$211K | 0.19% | 78 |
|