Sound Income Strategies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
2,226
+618
| +38% | +$240K | 0.05% | 157 |
|
|
2025
Q1 | $530K | Sell |
1,608
-256
| -14% | -$84.4K | 0.03% | 184 |
|
|
2024
Q4 | $676K | Buy |
1,864
+161
| +9% | +$58.4K | 0.04% | 155 |
|
|
2024
Q3 | $666K | Sell |
1,703
-12
| -0.7% | -$4.69K | 0.04% | 152 |
|
|
2024
Q2 | $571K | Sell |
1,715
-185
| -10% | -$61.6K | 0.04% | 153 |
|
|
2024
Q1 | $696K | Buy |
1,900
+485
| +34% | +$178K | 0.05% | 141 |
|
|
2023
Q4 | $418K | Buy |
1,415
+175
| +14% | +$51.8K | 0.03% | 145 |
|
|
2023
Q3 | $339K | Hold |
1,240
| – | – | 0.03% | 129 |
|
|
2023
Q2 | $305K | Hold |
1,240
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $284K | Sell |
1,240
-42
| -3% | -$9.61K | 0.03% | 129 |
|
|
2022
Q4 | $307K | Buy |
1,282
+596
| +87% | +$143K | 0.04% | 118 |
|
|
2022
Q3 | $113K | Sell |
686
-2
| -0.3% | -$329 | 0.02% | 162 |
|
|
2022
Q2 | $123K | Hold |
688
| – | – | 0.02% | 156 |
|
|
2022
Q1 | $153K | Buy |
688
+5
| +0.7% | +$1.11K | 0.02% | 148 |
|
|
2021
Q4 | $141K | Buy |
683
+11
| +2% | +$2.27K | 0.02% | 155 |
|
|
2021
Q3 | $129K | Sell |
672
-4
| -0.6% | -$768 | 0.02% | 156 |
|
|
2021
Q2 | $147K | Sell |
676
-48
| -7% | -$10.4K | 0.02% | 152 |
|
|
2021
Q1 | $168K | Buy |
724
+487
| +205% | +$113K | 0.03% | 133 |
|
|
2020
Q4 | $43K | Hold |
237
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $35K | Hold |
237
| – | – | 0.01% | 213 |
|
|
2020
Q2 | $30K | Buy |
237
+1
| +0.4% | +$127 | 0.01% | 214 |
|
|
2020
Q1 | $27K | Sell |
236
-72
| -23% | -$8.24K | 0.01% | 200 |
|
|
2019
Q4 | $45K | Sell |
308
-57
| -16% | -$8.33K | 0.01% | 139 |
|
|
2019
Q3 | $46K | Sell |
365
-13
| -3% | -$1.64K | 0.01% | 125 |
|
|
2019
Q2 | $52K | Buy |
378
+72
| +24% | +$9.91K | 0.02% | 119 |
|
|
2019
Q1 | $41K | Sell |
306
-359
| -54% | -$48.1K | 0.02% | 144 |
|
|
2018
Q4 | $85K | Hold |
665
| – | – | 0.04% | 93 |
|
|
2018
Q3 | $101K | Buy |
665
+429
| +182% | +$65.2K | 0.05% | 79 |
|
|
2018
Q2 | $32K | Buy |
236
+2
| +0.9% | +$271 | 0.02% | 159 |
|
|
2018
Q1 | $34K | Sell |
234
-25
| -10% | -$3.63K | 0.02% | 147 |
|
|
2017
Q4 | $40K | Buy |
+259
| New | +$40K | 0.03% | 101 |
|