Sowell Financial Services’s Caterpillar CAT Stock Holding History

Sowell Financial Services’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.6M	Sell	11,857 -3,092	-21%	-$1.2M	0.19%	113
2025 Q1	$4.93M	Buy	14,949 +2,525	+20%	+$833K	0.22%	101
2024 Q4	$4.51M	Sell	12,424 -1,000	-7%	-$363K	0.24%	101
2024 Q3	$5.25M	Sell	13,424 -26	-0.2%	-$10.2K	0.24%	102
2024 Q2	$4.48M	Sell	13,450 -597	-4%	-$199K	0.21%	117
2024 Q1	$5.15M	Buy	14,047 +523	+4%	+$192K	0.24%	104
2023 Q4	$4M	Buy	13,524 +208	+2%	+$61.5K	0.22%	118
2023 Q3	$3.64M	Buy	13,316 +377	+3%	+$103K	0.23%	114
2023 Q2	$3.18M	Buy	12,939 +3,713	+40%	+$913K	0.18%	137
2023 Q1	$2.11M	Sell	9,226 -5,287	-36%	-$1.21M	0.16%	146
2022 Q4	$3.48M	Buy	+14,513	New	+$3.48M	0.23%	115
2022 Q3	–	Sell	-11,748	Closed	-$2.1M	–	408
2022 Q2	$2.1M	Buy	+11,748	New	+$2.1M	0.19%	103
2021 Q4	–	Sell	-10,905	Closed	-$2.09M	–	510
2021 Q3	$2.09M	Buy	+10,905	New	+$2.09M	0.14%	170
2021 Q2	–	Sell	-15,349	Closed	-$3.64M	–	862
2021 Q1	$3.64M	Buy	15,349 +279	+2%	+$66.1K	0.13%	154
2020 Q4	$2.74M	Sell	15,070 -1,238	-8%	-$225K	0.12%	154
2020 Q3	$2.43M	Sell	16,308 -480	-3%	-$71.6K	0.12%	150
2020 Q2	$2.12M	Sell	16,788 -1,179	-7%	-$149K	0.12%	167
2020 Q1	$2.09M	Buy	17,967 +348	+2%	+$40.4K	0.15%	149
2019 Q4	$2.6M	Sell	17,619 -4,981	-22%	-$736K	0.2%	112
2019 Q3	$2.86M	Buy	+22,600	New	+$2.86M	0.24%	92
2019 Q1	$1.54M	Sell	11,371 -2,293	-17%	-$311K	0.17%	132
2018 Q4	$1.74M	Buy	13,664 +708	+5%	+$90K	0.25%	86
2018 Q3	$1.98M	Buy	12,956 +470	+4%	+$71.7K	0.29%	67
2018 Q2	$1.69M	Buy	12,486 +4,256	+52%	+$575K	0.36%	67
2018 Q1	$1.18M	Sell	8,230 -4,592	-36%	-$661K	0.3%	82
2017 Q4	$2.17M	Sell	12,822 -2,271	-15%	-$383K	0.53%	54
2017 Q3	$2.06M	Sell	15,093 -6,995	-32%	-$953K	0.54%	51
2017 Q2	$2.53M	Buy	22,088 +12,693	+135%	+$1.45M	0.72%	40
2017 Q1	$977K	Sell	9,395 -1,519	-14%	-$158K	0.29%	82
2016 Q4	$1.07M	Buy	+10,914	New	+$1.07M	0.36%	69