Texas Yale Capital Corp’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
3,719
-393
| -10% | -$153K | 0.05% | 218 |
|
|
2025
Q1 | $1.36M | Buy |
4,112
+448
| +12% | +$148K | 0.06% | 224 |
|
|
2024
Q4 | $1.33M | Buy |
3,664
+145
| +4% | +$52.6K | 0.05% | 223 |
|
|
2024
Q3 | $1.38M | Buy |
3,519
+516
| +17% | +$202K | 0.06% | 226 |
|
|
2024
Q2 | $1M | Hold |
3,003
| – | – | 0.05% | 250 |
|
|
2024
Q1 | $1.1M | Buy |
3,003
+50
| +2% | +$18.3K | 0.05% | 244 |
|
|
2023
Q4 | $873K | Buy |
2,953
+22
| +0.8% | +$6.51K | 0.04% | 264 |
|
|
2023
Q3 | $800K | Hold |
2,931
| – | – | 0.04% | 259 |
|
|
2023
Q2 | $721K | Sell |
2,931
-75
| -2% | -$18.5K | 0.03% | 280 |
|
|
2023
Q1 | $688K | Hold |
3,006
| – | – | 0.04% | 285 |
|
|
2022
Q4 | $720K | Sell |
3,006
-15
| -0.5% | -$3.59K | 0.04% | 281 |
|
|
2022
Q3 | $496K | Sell |
3,021
-437
| -13% | -$71.7K | 0.03% | 314 |
|
|
2022
Q2 | $618K | Buy |
3,458
+90
| +3% | +$16.1K | 0.04% | 282 |
|
|
2022
Q1 | $750K | Sell |
3,368
-142
| -4% | -$31.6K | 0.04% | 276 |
|
|
2021
Q4 | $726K | Buy |
3,510
+100
| +3% | +$20.7K | 0.04% | 281 |
|
|
2021
Q3 | $655K | Buy |
3,410
+75
| +2% | +$14.4K | 0.04% | 286 |
|
|
2021
Q2 | $726K | Buy |
3,335
+125
| +4% | +$27.2K | 0.04% | 279 |
|
|
2021
Q1 | $744K | Sell |
3,210
-2,735
| -46% | -$634K | 0.05% | 266 |
|
|
2020
Q4 | $1.08M | Sell |
5,945
-35
| -0.6% | -$6.37K | 0.07% | 221 |
|
|
2020
Q3 | $892K | Sell |
5,980
-180
| -3% | -$26.8K | 0.07% | 232 |
|
|
2020
Q2 | $779K | Hold |
6,160
| – | – | 0.06% | 243 |
|
|
2020
Q1 | $715K | Sell |
6,160
-1,001
| -14% | -$116K | 0.07% | 234 |
|
|
2019
Q4 | $1.06M | Hold |
7,161
| – | – | 0.07% | 233 |
|
|
2019
Q3 | $905K | Hold |
7,161
| – | – | 0.06% | 252 |
|
|
2019
Q2 | $976K | Sell |
7,161
-6,275
| -47% | -$855K | 0.07% | 239 |
|
|
2019
Q1 | $1.82M | Buy |
13,436
+7,397
| +122% | +$1M | 0.07% | 238 |
|
|
2018
Q4 | $767K | Buy |
6,039
+484
| +9% | +$61.5K | 0.07% | 238 |
|
|
2018
Q3 | $847K | Hold |
5,555
| – | – | 0.07% | 252 |
|
|
2018
Q2 | $754K | Sell |
5,555
-1,375
| -20% | -$187K | 0.06% | 255 |
|
|
2018
Q1 | $1.02M | Buy |
6,930
+100
| +1% | +$14.7K | 0.09% | 217 |
|
|
2017
Q4 | $1.08M | Sell |
6,830
-250
| -4% | -$39.4K | 0.09% | 212 |
|
|
2017
Q3 | $883K | Hold |
7,080
| – | – | 0.08% | 243 |
|
|
2017
Q2 | $761K | Hold |
7,080
| – | – | 0.07% | 258 |
|
|
2017
Q1 | $657K | Sell |
7,080
-2,310
| -25% | -$214K | 0.06% | 270 |
|
|
2016
Q4 | $871K | Hold |
9,390
| – | – | 0.08% | 221 |
|
|
2016
Q3 | $834K | Hold |
9,390
| – | – | 0.08% | 225 |
|
|
2016
Q2 | $712K | Buy |
9,390
+1,030
| +12% | +$78.1K | 0.07% | 242 |
|
|
2016
Q1 | $640K | Sell |
8,360
-480
| -5% | -$36.7K | 0.07% | 248 |
|
|
2015
Q4 | $601K | Buy |
8,840
+3,285
| +59% | +$223K | 0.06% | 258 |
|
|
2015
Q3 | $363K | Buy |
5,555
+2,700
| +95% | +$176K | 0.03% | 353 |
|
|
2015
Q2 | $242K | Hold |
2,855
| – | – | 0.02% | 437 |
|
|
2015
Q1 | $228K | Sell |
2,855
-6,508
| -70% | -$520K | 0.02% | 442 |
|
|
2014
Q4 | $857K | Sell |
9,363
-824
| -8% | -$75.4K | 0.07% | 222 |
|
|
2014
Q3 | $1.01M | Buy |
10,187
+1,652
| +19% | +$164K | 0.09% | 158 |
|
|
2014
Q2 | $927K | Buy |
8,535
+1,425
| +20% | +$155K | 0.12% | 158 |
|
|
2014
Q1 | $707K | Buy |
+7,110
| New | +$707K | 0.1% | 176 |
|