TFO
Tarbox Family Office’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
2,077
+9
| +0.4% | +$3.49K | 0.12% | 49 |
|
|
2025
Q1 | $682K | Sell |
2,068
-4
| -0.2% | -$1.32K | 0.11% | 56 |
|
|
2024
Q4 | $752K | Buy |
2,072
+4
| +0.2% | +$1.45K | 0.12% | 51 |
|
|
2024
Q3 | $809K | Hold |
2,068
| – | – | 0.13% | 48 |
|
|
2024
Q2 | $689K | Sell |
2,068
-3
| -0.1% | -$999 | 0.12% | 45 |
|
|
2024
Q1 | $759K | Hold |
2,071
| – | – | 0.13% | 46 |
|
|
2023
Q4 | $612K | Hold |
2,071
| – | – | 0.12% | 45 |
|
|
2023
Q3 | $565K | Hold |
2,071
| – | – | 0.12% | 49 |
|
|
2023
Q2 | $510K | Hold |
2,071
| – | – | 0.1% | 61 |
|
|
2023
Q1 | $474K | Sell |
2,071
-311
| -13% | -$71.2K | 0.1% | 55 |
|
|
2022
Q4 | $571K | Sell |
2,382
-3
| -0.1% | -$719 | 0.13% | 46 |
|
|
2022
Q3 | $426K | Hold |
2,385
| – | – | 0.1% | 55 |
|
|
2022
Q2 | $426K | Hold |
2,385
| – | – | 0.1% | 68 |
|
|
2022
Q1 | $531K | Sell |
2,385
-79
| -3% | -$17.6K | 0.11% | 45 |
|
|
2021
Q4 | $509K | Hold |
2,464
| – | – | 0.09% | 74 |
|
|
2021
Q3 | $473K | Sell |
2,464
-3
| -0.1% | -$576 | 0.09% | 77 |
|
|
2021
Q2 | $537K | Buy |
2,467
+3
| +0.1% | +$653 | 0.1% | 73 |
|
|
2021
Q1 | $571K | Hold |
2,464
| – | – | 0.11% | 60 |
|
|
2020
Q4 | $448K | Sell |
2,464
-2
| -0.1% | -$364 | 0.09% | 76 |
|
|
2020
Q3 | $368K | Buy |
2,466
+63
| +3% | +$9.4K | 0.09% | 82 |
|
|
2020
Q2 | $304K | Sell |
2,403
-266
| -10% | -$33.7K | 0.08% | 89 |
|
|
2020
Q1 | $310K | Buy |
2,669
+78
| +3% | +$9.06K | 0.1% | 76 |
|
|
2019
Q4 | $383K | Sell |
2,591
-10
| -0.4% | -$1.48K | 0.1% | 75 |
|
|
2019
Q3 | $329K | Hold |
2,601
| – | – | 0.1% | 67 |
|
|
2019
Q2 | $354K | Buy |
2,601
+42
| +2% | +$5.72K | 0.11% | 60 |
|
|
2019
Q1 | $347K | Hold |
2,559
| – | – | 0.13% | 60 |
|
|
2018
Q4 | $325K | Buy |
2,559
+6
| +0.2% | +$762 | 0.13% | 54 |
|
|
2018
Q3 | $389K | Hold |
2,553
| – | – | 0.14% | 54 |
|
|
2018
Q2 | $346K | Hold |
2,553
| – | – | 0.13% | 59 |
|
|
2018
Q1 | $376K | Sell |
2,553
-359
| -12% | -$52.9K | 0.15% | 56 |
|
|
2017
Q4 | $459K | Buy |
2,912
+1
| +0% | +$158 | 0.18% | 46 |
|
|
2017
Q3 | $363K | Buy |
2,911
+24
| +0.8% | +$2.99K | 0.16% | 47 |
|
|
2017
Q2 | $310K | Buy |
2,887
+12
| +0.4% | +$1.29K | 0.15% | 45 |
|
|
2017
Q1 | $267K | Hold |
2,875
| – | – | 0.14% | 47 |
|
|
2016
Q4 | $267K | Hold |
2,875
| – | – | 0.15% | 40 |
|
|
2016
Q3 | $255K | Sell |
2,875
-480
| -14% | -$42.6K | 0.16% | 39 |
|
|
2016
Q2 | $254K | Sell |
3,355
-72
| -2% | -$5.45K | 0.18% | 39 |
|
|
2016
Q1 | $262K | Buy |
3,427
+77
| +2% | +$5.89K | 0.2% | 41 |
|
|
2015
Q4 | $228K | Buy |
3,350
+58
| +2% | +$3.95K | 0.19% | 41 |
|
|
2015
Q3 | $215K | Buy |
3,292
+44
| +1% | +$2.87K | 0.2% | 42 |
|
|
2015
Q2 | $275K | Hold |
3,248
| – | – | 0.24% | 36 |
|
|
2015
Q1 | $260K | Buy |
3,248
+5
| +0.2% | +$400 | 0.23% | 39 |
|
|
2014
Q4 | $297K | Sell |
3,243
-2,808
| -46% | -$257K | 0.27% | 38 |
|
|
2014
Q3 | $599K | Buy |
6,051
+27
| +0.4% | +$2.67K | 0.54% | 24 |
|
|
2014
Q2 | $654K | Sell |
6,024
-166
| -3% | -$18K | 0.58% | 23 |
|
|
2014
Q1 | $635K | Sell |
6,190
-280
| -4% | -$28.7K | 0.57% | 22 |
|
|
2013
Q4 | $584K | Buy |
+6,470
| New | +$584K | 0.49% | 26 |
|