Soltis Investment 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 | $793K | Buy |
2,043
+465
| +29% | +$180K | 0.06% | 201 |
|
|
2025
Q1 | $520K | Sell |
1,578
-51
| -3% | -$16.8K | 0.05% | 235 |
|
|
2024
Q4 | $591K | Buy |
1,629
+228
| +16% | +$82.7K | 0.05% | 225 |
|
|
2024
Q3 | $548K | Sell |
1,401
-112
| -7% | -$43.8K | 0.05% | 217 |
|
|
2024
Q2 | $504K | Buy |
1,513
+202
| +15% | +$67.3K | 0.05% | 211 |
|
|
2024
Q1 | $480K | Sell |
1,311
-219
| -14% | -$80.3K | 0.05% | 208 |
|
|
2023
Q4 | $452K | Buy |
1,530
+214
| +16% | +$63.3K | 0.05% | 196 |
|
|
2023
Q3 | $359K | Sell |
1,316
-896
| -41% | -$245K | 0.05% | 201 |
|
|
2023
Q2 | $544K | Sell |
2,212
-4
| -0.2% | -$984 | 0.06% | 164 |
|
|
2023
Q1 | $507K | Hold |
2,216
| – | – | 0.06% | 173 |
|
|
2022
Q4 | $531K | Buy |
2,216
+377
| +21% | +$90.3K | 0.07% | 165 |
|
|
2022
Q3 | $302K | Buy |
1,839
+284
| +18% | +$46.6K | 0.05% | 187 |
|
|
2022
Q2 | $278K | Buy |
1,555
+25
| +2% | +$4.47K | 0.04% | 197 |
|
|
2022
Q1 | $341K | Sell |
1,530
-241
| -14% | -$53.7K | 0.05% | 193 |
|
|
2021
Q4 | $366K | Buy |
1,771
+22
| +1% | +$4.55K | 0.05% | 187 |
|
|
2021
Q3 | $336K | Buy |
1,749
+30
| +2% | +$5.76K | 0.05% | 186 |
|
|
2021
Q2 | $374K | Buy |
+1,719
| New | +$374K | 0.06% | 181 |
|