Steward Partners Investment Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2M | Sell |
101,065
-2,078
| -2% | -$807K | 0.31% | 59 |
|
|
2025
Q1 | $34M | Buy |
103,143
+2,523
| +3% | +$832K | 0.3% | 66 |
|
|
2024
Q4 | $36.5M | Sell |
100,620
-1,166
| -1% | -$423K | 0.32% | 65 |
|
|
2024
Q3 | $39.8M | Buy |
101,786
+5,295
| +5% | +$2.07M | 0.37% | 51 |
|
|
2024
Q2 | $32.1M | Buy |
96,491
+1,133
| +1% | +$377K | 0.34% | 55 |
|
|
2024
Q1 | $34.9M | Buy |
95,358
+22,928
| +32% | +$8.4M | 0.39% | 55 |
|
|
2023
Q4 | $21.4M | Buy |
72,430
+653
| +0.9% | +$193K | 0.29% | 69 |
|
|
2023
Q3 | $19.6M | Buy |
71,777
+13,870
| +24% | +$3.79M | 0.3% | 70 |
|
|
2023
Q2 | $14.2M | Sell |
57,907
-4,826
| -8% | -$1.19M | 0.21% | 101 |
|
|
2023
Q1 | $14.4M | Buy |
62,733
+13,030
| +26% | +$2.98M | 0.23% | 99 |
|
|
2022
Q4 | $11.9M | Sell |
49,703
-1,026
| -2% | -$246K | 0.2% | 125 |
|
|
2022
Q3 | $8.32M | Buy |
50,729
+6,905
| +16% | +$1.13M | 0.16% | 154 |
|
|
2022
Q2 | $7.83M | Buy |
43,824
+461
| +1% | +$82.4K | 0.14% | 165 |
|
|
2022
Q1 | $9.66M | Sell |
43,363
-141
| -0.3% | -$31.4K | 0.15% | 161 |
|
|
2021
Q4 | $8.99M | Buy |
43,504
+1,745
| +4% | +$361K | 0.14% | 170 |
|
|
2021
Q3 | $8.02M | Buy |
41,759
+1,764
| +4% | +$339K | 0.14% | 171 |
|
|
2021
Q2 | $8.7M | Sell |
39,995
-22
| -0.1% | -$4.79K | 0.15% | 150 |
|
|
2021
Q1 | $9.28M | Buy |
40,017
+10,639
| +36% | +$2.47M | 0.16% | 145 |
|
|
2020
Q4 | $5.35M | Sell |
29,378
-8,867
| -23% | -$1.61M | 0.12% | 180 |
|
|
2020
Q3 | $5.7M | Sell |
38,245
-7,748
| -17% | -$1.16M | 0.14% | 163 |
|
|
2020
Q2 | $5.82M | Buy |
45,993
+2,622
| +6% | +$332K | 0.17% | 148 |
|
|
2020
Q1 | $5.03M | Buy |
43,371
+3,897
| +10% | +$452K | 0.18% | 135 |
|
|
2019
Q4 | $5.83M | Sell |
39,474
-6,015
| -13% | -$888K | 0.17% | 132 |
|
|
2019
Q3 | $5.75M | Buy |
45,489
+1,722
| +4% | +$217K | 0.19% | 123 |
|
|
2019
Q2 | $5.97M | Buy |
43,767
+7,351
| +20% | +$1M | 0.22% | 109 |
|
|
2019
Q1 | $4.93M | Buy |
36,416
+8,019
| +28% | +$1.09M | 0.21% | 117 |
|
|
2018
Q4 | $3.61M | Buy |
28,397
+2,242
| +9% | +$285K | 0.18% | 134 |
|
|
2018
Q3 | $3.99M | Buy |
26,155
+4,536
| +21% | +$692K | 0.19% | 127 |
|
|
2018
Q2 | $2.93M | Buy |
21,619
+6,591
| +44% | +$894K | 0.18% | 137 |
|
|
2018
Q1 | $2.21M | Sell |
15,028
-417
| -3% | -$61.4K | 0.15% | 154 |
|
|
2017
Q4 | $2.43M | Sell |
15,445
-511
| -3% | -$80.5K | 0.19% | 128 |
|
|
2017
Q3 | $1.99M | Sell |
15,956
-18,289
| -53% | -$2.28M | 0.2% | 115 |
|
|
2017
Q2 | $3.68M | Buy |
34,245
+2,268
| +7% | +$244K | 0.41% | 64 |
|
|
2017
Q1 | $2.97M | Buy |
+31,977
| New | +$2.97M | 0.45% | 59 |
|