TFG Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
1,785
+2
| +0.1% | +$776 | 0.24% | 104 |
|
|
2025
Q1 | $588K | Sell |
1,783
-51
| -3% | -$16.8K | 0.21% | 109 |
|
|
2024
Q4 | $665K | Buy |
1,834
+22
| +1% | +$7.98K | 0.24% | 101 |
|
|
2024
Q3 | $709K | Buy |
1,812
+3
| +0.2% | +$1.17K | 0.26% | 104 |
|
|
2024
Q2 | $602K | Sell |
1,809
-12
| -0.7% | -$4K | 0.23% | 108 |
|
|
2024
Q1 | $667K | Sell |
1,821
-22
| -1% | -$8.06K | 0.26% | 104 |
|
|
2023
Q4 | $545K | Buy |
1,843
+183
| +11% | +$54.1K | 0.23% | 112 |
|
|
2023
Q3 | $453K | Buy |
1,660
+101
| +6% | +$27.6K | 0.21% | 117 |
|
|
2023
Q2 | $384K | Buy |
1,559
+90
| +6% | +$22.1K | 0.17% | 133 |
|
|
2023
Q1 | $336K | Buy |
1,469
+73
| +5% | +$16.7K | 0.16% | 135 |
|
|
2022
Q4 | $334K | Sell |
1,396
-30
| -2% | -$7.19K | 0.17% | 130 |
|
|
2022
Q3 | $234K | Buy |
1,426
+14
| +1% | +$2.3K | 0.13% | 167 |
|
|
2022
Q2 | $252K | Sell |
1,412
-3
| -0.2% | -$535 | 0.13% | 162 |
|
|
2022
Q1 | $315K | Buy |
1,415
+151
| +12% | +$33.6K | 0.14% | 149 |
|
|
2021
Q4 | $261K | Buy |
1,264
+56
| +5% | +$11.6K | 0.11% | 180 |
|
|
2021
Q3 | $232K | Buy |
1,208
+169
| +16% | +$32.5K | 0.11% | 183 |
|
|
2021
Q2 | $226K | Buy |
1,039
+27
| +3% | +$5.87K | 0.11% | 184 |
|
|
2021
Q1 | $235K | Sell |
1,012
-364
| -26% | -$84.5K | 0.12% | 170 |
|
|
2020
Q4 | $250K | Sell |
1,376
-116
| -8% | -$21.1K | 0.13% | 161 |
|
|
2020
Q3 | $222K | Buy |
+1,492
| New | +$222K | 0.13% | 159 |
|
|
2020
Q1 | – | Sell |
-1,676
| Closed | -$247K | – | 191 |
|
|
2019
Q4 | $247K | Buy |
1,676
+10
| +0.6% | +$1.47K | 0.14% | 143 |
|
|
2019
Q3 | $210K | Buy |
1,666
+53
| +3% | +$6.68K | 0.14% | 152 |
|
|
2019
Q2 | $219K | Sell |
1,613
-171
| -10% | -$23.2K | 0.15% | 144 |
|
|
2019
Q1 | $241K | Buy |
1,784
+47
| +3% | +$6.35K | 0.17% | 135 |
|
|
2018
Q4 | $220K | Buy |
+1,737
| New | +$220K | 0.18% | 134 |
|