TD Private Client Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
2,463
-557
| -18% | -$216K | 0.02% | 374 |
|
|
2025
Q1 | $996K | Buy |
3,020
+69
| +2% | +$22.8K | 0.03% | 351 |
|
|
2024
Q4 | $1.07M | Sell |
2,951
-52
| -2% | -$18.9K | 0.03% | 348 |
|
|
2024
Q3 | $1.17M | Sell |
3,003
-199
| -6% | -$77.8K | 0.03% | 342 |
|
|
2024
Q2 | $1.07M | Buy |
3,202
+118
| +4% | +$39.3K | 0.03% | 334 |
|
|
2024
Q1 | $1.13M | Sell |
3,084
-910
| -23% | -$333K | 0.04% | 334 |
|
|
2023
Q4 | $1.18M | Sell |
3,994
-1,795
| -31% | -$531K | 0.04% | 312 |
|
|
2023
Q3 | $1.58M | Sell |
5,789
-1,002
| -15% | -$274K | 0.07% | 247 |
|
|
2023
Q2 | $1.67M | Sell |
6,791
-838
| -11% | -$206K | 0.07% | 247 |
|
|
2023
Q1 | $1.75M | Sell |
7,629
-314
| -4% | -$71.9K | 0.08% | 245 |
|
|
2022
Q4 | $1.9M | Buy |
7,943
+9
| +0.1% | +$2.16K | 0.09% | 227 |
|
|
2022
Q3 | $1.3M | Buy |
7,934
+382
| +5% | +$62.7K | 0.07% | 265 |
|
|
2022
Q2 | $1.35M | Sell |
7,552
-507
| -6% | -$90.6K | 0.07% | 271 |
|
|
2022
Q1 | $1.8M | Sell |
8,059
-460
| -5% | -$102K | 0.08% | 253 |
|
|
2021
Q4 | $1.76M | Sell |
8,519
-280
| -3% | -$57.9K | 0.07% | 259 |
|
|
2021
Q3 | $1.69M | Sell |
8,799
-75
| -0.8% | -$14.4K | 0.07% | 261 |
|
|
2021
Q2 | $1.93M | Buy |
8,874
+986
| +13% | +$215K | 0.08% | 244 |
|
|
2021
Q1 | $1.83M | Sell |
7,888
-463
| -6% | -$107K | 0.09% | 239 |
|
|
2020
Q4 | $1.52M | Buy |
8,351
+29
| +0.3% | +$5.28K | 0.08% | 253 |
|
|
2020
Q3 | $1.24M | Buy |
8,322
+1,174
| +16% | +$175K | 0.07% | 263 |
|
|
2020
Q2 | $904K | Buy |
7,148
+2,761
| +63% | +$349K | 0.05% | 295 |
|
|
2020
Q1 | $509K | Buy |
4,387
+461
| +12% | +$53.5K | 0.04% | 320 |
|
|
2019
Q4 | $580K | Buy |
+3,926
| New | +$580K | 0.03% | 332 |
|