SG
StoneX Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Buy |
24,959
+1,046
| +4% | +$406K | 0.47% | 32 |
|
|
2025
Q1 | $7.89M | Buy |
23,913
+627
| +3% | +$207K | 0.43% | 41 |
|
|
2024
Q4 | $8.45M | Buy |
+23,286
| New | +$8.45M | 0.46% | 33 |
|
|
2023
Q1 | – | Sell |
-6,248
| Closed | -$1.5M | – | 479 |
|
|
2022
Q4 | $1.5M | Buy |
+6,248
| New | +$1.5M | 0.22% | 73 |
|
|
2022
Q2 | – | Sell |
-6,299
| Closed | -$1.4M | – | 554 |
|
|
2022
Q1 | $1.4M | Buy |
6,299
+1,352
| +27% | +$301K | 0.13% | 132 |
|
|
2021
Q4 | $1.02M | Buy |
4,947
+1,949
| +65% | +$403K | 0.12% | 167 |
|
|
2021
Q3 | $576K | Sell |
2,998
-12,547
| -81% | -$2.41M | 0.08% | 234 |
|
|
2021
Q2 | $3.38M | Buy |
15,545
+12,401
| +394% | +$2.7M | 0.5% | 38 |
|
|
2021
Q1 | $729K | Buy |
3,144
+125
| +4% | +$29K | 0.13% | 164 |
|
|
2020
Q4 | $550K | Buy |
3,019
+1,098
| +57% | +$200K | 0.12% | 171 |
|
|
2020
Q3 | $287K | Buy |
1,921
+306
| +19% | +$45.7K | 0.09% | 237 |
|
|
2020
Q2 | $204K | Sell |
1,615
-426
| -21% | -$53.8K | 0.08% | 274 |
|
|
2020
Q1 | $237K | Sell |
2,041
-501
| -20% | -$58.2K | 0.13% | 209 |
|
|
2019
Q4 | $375K | Buy |
2,542
+108
| +4% | +$15.9K | 0.15% | 188 |
|
|
2019
Q3 | $307K | Buy |
2,434
+556
| +30% | +$70.1K | 0.19% | 170 |
|
|
2019
Q2 | $256K | Buy |
1,878
+170
| +10% | +$23.2K | 0.16% | 193 |
|
|
2019
Q1 | $231K | Sell |
1,708
-151
| -8% | -$20.4K | 0.18% | 202 |
|
|
2018
Q4 | $236K | Sell |
1,859
-40
| -2% | -$5.08K | 0.23% | 169 |
|
|
2018
Q3 | $290K | Buy |
+1,899
| New | +$290K | 0.22% | 169 |
|
|
2017
Q3 | – | Sell |
-3,217
| Closed | -$346K | – | 200 |
|
|
2017
Q2 | $346K | Buy |
+3,217
| New | +$346K | 0.11% | 249 |
|