Sunbelt Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
3,708
-713
| -16% | -$259K | 0.12% | 163 |
|
|
2025
Q1 | $1.46M | Buy |
4,421
+713
| +19% | +$235K | 0.13% | 136 |
|
|
2024
Q4 | $1.35M | Buy |
3,708
+42
| +1% | +$15.2K | 0.12% | 164 |
|
|
2024
Q3 | $1.43M | Sell |
3,666
-213
| -5% | -$83.3K | 0.14% | 149 |
|
|
2024
Q2 | $1.29M | Buy |
3,879
+5
| +0.1% | +$1.67K | 0.13% | 154 |
|
|
2024
Q1 | $1.42M | Buy |
3,874
+151
| +4% | +$55.3K | 0.16% | 131 |
|
|
2023
Q4 | $1.1M | Buy |
3,723
+15
| +0.4% | +$4.44K | 0.14% | 165 |
|
|
2023
Q3 | $1.01M | Buy |
3,708
+1,001
| +37% | +$273K | 0.14% | 162 |
|
|
2023
Q2 | $666K | Buy |
2,707
+17
| +0.6% | +$4.18K | 0.1% | 227 |
|
|
2023
Q1 | $604K | Buy |
2,690
+536
| +25% | +$120K | 0.1% | 229 |
|
|
2022
Q4 | $516K | Buy |
2,154
+2
| +0.1% | +$479 | 0.1% | 238 |
|
|
2022
Q3 | $353K | Hold |
2,152
| – | – | 0.07% | 295 |
|
|
2022
Q2 | $385K | Buy |
2,152
+177
| +9% | +$31.7K | 0.08% | 288 |
|
|
2022
Q1 | $440K | Sell |
1,975
-598
| -23% | -$133K | 0.08% | 280 |
|
|
2021
Q4 | $519K | Buy |
2,573
+510
| +25% | +$103K | 0.08% | 263 |
|
|
2021
Q3 | $429K | Hold |
2,063
| – | – | 0.08% | 283 |
|
|
2021
Q2 | $429K | Hold |
2,063
| – | – | 0.08% | 283 |
|
|
2021
Q1 | $478K | Sell |
2,063
-1,073
| -34% | -$249K | 0.09% | 242 |
|
|
2020
Q4 | $571K | Buy |
3,136
+1,519
| +94% | +$277K | 0.12% | 210 |
|
|
2020
Q3 | $241K | Sell |
1,617
-284
| -15% | -$42.3K | 0.07% | 284 |
|
|
2020
Q2 | $240K | Hold |
1,901
| – | – | 0.08% | 252 |
|
|
2020
Q1 | $221K | Sell |
1,901
-16,945
| -90% | -$1.97M | 0.01% | 333 |
|
|
2019
Q4 | $2.78M | Buy |
18,846
+2,107
| +13% | +$311K | 0.29% | 78 |
|
|
2019
Q3 | $2.11M | Buy |
+16,739
| New | +$2.11M | 0.24% | 98 |
|