Stuart Chaussee & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-370
| Closed | -$134K | – | 188 |
|
|
2024
Q4 | $134K | Buy |
+370
| New | +$134K | 0.03% | 44 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$9.15K | – | 132 |
|
|
2023
Q1 | $9.15K | Hold |
40
| – | – | ﹤0.01% | 93 |
|
|
2022
Q4 | $9.58K | Hold |
40
| – | – | ﹤0.01% | 105 |
|
|
2022
Q3 | $7K | Hold |
40
| – | – | 0.02% | 103 |
|
|
2022
Q2 | $7K | Buy |
+40
| New | +$7K | 0.02% | 113 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$11K | – | 78 |
|
|
2019
Q4 | $11K | Sell |
75
-340
| -82% | -$49.9K | 0.01% | 78 |
|
|
2019
Q3 | $52K | Hold |
415
| – | – | 0.03% | 43 |
|
|
2019
Q2 | $57K | Sell |
415
-230
| -36% | -$31.6K | 0.04% | 43 |
|
|
2019
Q1 | $87K | Buy |
645
+570
| +760% | +$76.9K | 0.06% | 34 |
|
|
2018
Q4 | $10K | Hold |
75
| – | – | 0.01% | 68 |
|
|
2018
Q3 | $11K | Hold |
75
| – | – | 0.01% | 87 |
|
|
2018
Q2 | $10K | Hold |
75
| – | – | 0.01% | 91 |
|
|
2018
Q1 | $11K | Sell |
75
-75
| -50% | -$11K | 0.05% | 53 |
|
|
2017
Q4 | $24K | Hold |
150
| – | – | 0.02% | 51 |
|
|
2017
Q3 | $19K | Hold |
150
| – | – | 0.01% | 52 |
|
|
2017
Q2 | $16K | Hold |
150
| – | – | 0.01% | 50 |
|
|
2017
Q1 | $14K | Sell |
150
-450
| -75% | -$42K | 0.01% | 53 |
|
|
2016
Q4 | $56K | Buy |
+600
| New | +$56K | 0.04% | 30 |
|