TIA
Tiemann Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
2,874
-280
| -9% | -$109K | 0.46% | 52 |
|
|
2025
Q1 | $1.04M | Sell |
3,154
-110
| -3% | -$36.3K | 0.47% | 47 |
|
|
2024
Q4 | $1.18M | Sell |
3,264
-48
| -1% | -$17.4K | 0.53% | 41 |
|
|
2024
Q3 | $1.3M | Sell |
3,312
-135
| -4% | -$52.8K | 0.56% | 40 |
|
|
2024
Q2 | $1.15M | Buy |
3,447
+10
| +0.3% | +$3.33K | 0.51% | 43 |
|
|
2024
Q1 | $1.26M | Buy |
3,437
+10
| +0.3% | +$3.66K | 0.56% | 41 |
|
|
2023
Q4 | $1.01M | Sell |
3,427
-30
| -0.9% | -$8.87K | 0.49% | 46 |
|
|
2023
Q3 | $944K | Buy |
3,457
+120
| +4% | +$32.8K | 0.5% | 48 |
|
|
2023
Q2 | $821K | Buy |
3,337
+140
| +4% | +$34.4K | 0.42% | 56 |
|
|
2023
Q1 | $732K | Buy |
3,197
+162
| +5% | +$37.1K | 0.4% | 61 |
|
|
2022
Q4 | $727K | Buy |
3,035
+135
| +5% | +$32.3K | 0.43% | 59 |
|
|
2022
Q3 | $476K | Sell |
2,900
-3,223
| -53% | -$529K | 0.31% | 71 |
|
|
2022
Q2 | $1.1M | Sell |
6,123
-75
| -1% | -$13.4K | 0.58% | 46 |
|
|
2022
Q1 | $1.38M | Sell |
6,198
-25
| -0.4% | -$5.57K | 0.64% | 42 |
|
|
2021
Q4 | $1.29M | Sell |
6,223
-325
| -5% | -$67.2K | 0.54% | 49 |
|
|
2021
Q3 | $1.26M | Sell |
6,548
-15
| -0.2% | -$2.88K | 0.6% | 45 |
|
|
2021
Q2 | $1.43M | Sell |
6,563
-450
| -6% | -$97.9K | 0.67% | 40 |
|
|
2021
Q1 | $1.63M | Buy |
7,013
+430
| +7% | +$99.7K | 0.81% | 32 |
|
|
2020
Q4 | $1.2M | Hold |
6,583
| – | – | 0.64% | 42 |
|
|
2020
Q3 | $982K | Buy |
6,583
+100
| +2% | +$14.9K | 0.61% | 44 |
|
|
2020
Q2 | $820K | Buy |
6,483
+95
| +1% | +$12K | 0.56% | 47 |
|
|
2020
Q1 | $741K | Sell |
6,388
-155
| -2% | -$18K | 0.64% | 45 |
|
|
2019
Q4 | $966K | Sell |
6,543
-282
| -4% | -$41.6K | 0.66% | 46 |
|
|
2019
Q3 | $862K | Sell |
6,825
-405
| -6% | -$51.2K | 0.63% | 50 |
|
|
2019
Q2 | $985K | Sell |
7,230
-100
| -1% | -$13.6K | 0.71% | 47 |
|
|
2019
Q1 | $993K | Hold |
7,330
| – | – | 0.76% | 41 |
|
|
2018
Q4 | $931K | Hold |
7,330
| – | – | 0.83% | 36 |
|
|
2018
Q3 | $1.12M | Buy |
7,330
+275
| +4% | +$41.9K | 0.85% | 34 |
|
|
2018
Q2 | $957K | Hold |
7,055
| – | – | 0.77% | 38 |
|
|
2018
Q1 | $1.04M | Sell |
7,055
-125
| -2% | -$18.4K | 0.84% | 34 |
|
|
2017
Q4 | $1.13M | Sell |
7,180
-240
| -3% | -$37.8K | 0.9% | 33 |
|
|
2017
Q3 | $925K | Hold |
7,420
| – | – | 0.78% | 36 |
|
|
2017
Q2 | $797K | Sell |
7,420
-50
| -0.7% | -$5.37K | 0.71% | 38 |
|
|
2017
Q1 | $693K | Sell |
7,470
-150
| -2% | -$13.9K | 0.64% | 48 |
|
|
2016
Q4 | $707K | Sell |
7,620
-250
| -3% | -$23.2K | 0.69% | 45 |
|
|
2016
Q3 | $699K | Sell |
7,870
-360
| -4% | -$32K | 0.64% | 49 |
|
|
2016
Q2 | $624K | Hold |
8,230
| – | – | 0.58% | 57 |
|
|
2016
Q1 | $630K | Sell |
8,230
-100
| -1% | -$7.66K | 0.62% | 53 |
|
|
2015
Q4 | $566K | Sell |
8,330
-125
| -1% | -$8.49K | 0.57% | 56 |
|
|
2015
Q3 | $553K | Sell |
8,455
-75
| -0.9% | -$4.91K | 0.6% | 57 |
|
|
2015
Q2 | $724K | Sell |
8,530
-125
| -1% | -$10.6K | 0.74% | 39 |
|
|
2015
Q1 | $693K | Buy |
8,655
+290
| +3% | +$23.2K | 0.72% | 40 |
|
|
2014
Q4 | $766K | Buy |
8,365
+75
| +0.9% | +$6.87K | 0.82% | 32 |
|
|
2014
Q3 | $821K | Sell |
8,290
-50
| -0.6% | -$4.95K | 0.91% | 28 |
|
|
2014
Q2 | $906K | Sell |
8,340
-150
| -2% | -$16.3K | 1.01% | 28 |
|
|
2014
Q1 | $844K | Buy |
8,490
+650
| +8% | +$64.6K | 0.95% | 27 |
|
|
2013
Q4 | $712K | Buy |
+7,840
| New | +$712K | 0.84% | 30 |
|