Teamwork Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
7,781
-4,042
| -34% | -$1.57M | 0.35% | 47 |
|
|
2025
Q1 | $3.9M | Sell |
11,823
-2,045
| -15% | -$674K | 0.52% | 33 |
|
|
2024
Q4 | $5.03M | Sell |
13,868
-26,478
| -66% | -$9.6M | 0.65% | 35 |
|
|
2024
Q3 | $15.8M | Buy |
40,346
+2,087
| +5% | +$816K | 2.19% | 19 |
|
|
2024
Q2 | $12.7M | Buy |
38,259
+31,346
| +453% | +$10.4M | 1.89% | 22 |
|
|
2024
Q1 | $2.53M | Sell |
6,913
-11,854
| -63% | -$4.34M | 0.39% | 49 |
|
|
2023
Q4 | $5.55M | Buy |
+18,767
| New | +$5.55M | 0.95% | 25 |
|
|
2022
Q2 | – | Sell |
-940
| Closed | -$209K | – | 214 |
|
|
2022
Q1 | $209K | Sell |
940
-8,492
| -90% | -$1.89M | 0.04% | 234 |
|
|
2021
Q4 | $1.95M | Buy |
9,432
+7,375
| +359% | +$1.52M | 0.36% | 52 |
|
|
2021
Q3 | $395K | Buy |
2,057
+76
| +4% | +$14.6K | 0.08% | 188 |
|
|
2021
Q2 | $431K | Sell |
1,981
-1,667
| -46% | -$363K | 0.09% | 168 |
|
|
2021
Q1 | $846K | Buy |
+3,648
| New | +$846K | 0.2% | 106 |
|
|
2020
Q2 | – | Sell |
-3,093
| Closed | -$359K | – | 187 |
|
|
2020
Q1 | $359K | Sell |
3,093
-4,816
| -61% | -$559K | 0.22% | 81 |
|
|
2019
Q4 | $1.17M | Buy |
+7,909
| New | +$1.17M | 0.7% | 30 |
|