Toth Financial Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,673
+1
| +0% | +$388 | 0.12% | 126 |
|
|
2025
Q1 | $881K | Sell |
2,672
-83
| -3% | -$27.4K | 0.11% | 129 |
|
|
2024
Q4 | $1,000K | Sell |
2,755
-63
| -2% | -$22.9K | 0.12% | 124 |
|
|
2024
Q3 | $1.1M | Sell |
2,818
-57
| -2% | -$22.3K | 0.13% | 116 |
|
|
2024
Q2 | $958K | Sell |
2,875
-2
| -0.1% | -$666 | 0.12% | 124 |
|
|
2024
Q1 | $1.05M | Sell |
2,877
-138
| -5% | -$50.6K | 0.13% | 120 |
|
|
2023
Q4 | $892K | Sell |
3,015
-2,951
| -49% | -$873K | 0.12% | 120 |
|
|
2023
Q3 | $1.63M | Buy |
5,966
+2,949
| +98% | +$805K | 0.25% | 99 |
|
|
2023
Q2 | $742K | Sell |
3,017
-18
| -0.6% | -$4.43K | 0.11% | 129 |
|
|
2023
Q1 | $694K | Sell |
3,035
-948
| -24% | -$217K | 0.11% | 128 |
|
|
2022
Q4 | $954K | Buy |
3,983
+1,173
| +42% | +$281K | 0.15% | 109 |
|
|
2022
Q3 | $461K | Buy |
2,810
+35
| +1% | +$5.74K | 0.08% | 140 |
|
|
2022
Q2 | $496K | Buy |
2,775
+52
| +2% | +$9.29K | 0.09% | 137 |
|
|
2022
Q1 | $607K | Sell |
2,723
-10
| -0.4% | -$2.23K | 0.09% | 148 |
|
|
2021
Q4 | $565K | Sell |
2,733
-18
| -0.7% | -$3.72K | 0.08% | 167 |
|
|
2021
Q3 | $528K | Buy |
2,751
+109
| +4% | +$20.9K | 0.08% | 152 |
|
|
2021
Q2 | $575K | Buy |
2,642
+226
| +9% | +$49.2K | 0.09% | 143 |
|
|
2021
Q1 | $560K | Buy |
2,416
+2
| +0.1% | +$464 | 0.09% | 153 |
|
|
2020
Q4 | $439K | Buy |
2,414
+263
| +12% | +$47.8K | 0.08% | 145 |
|
|
2020
Q3 | $321K | Sell |
2,151
-3
| -0.1% | -$448 | 0.06% | 156 |
|
|
2020
Q2 | $272K | Sell |
2,154
-746
| -26% | -$94.2K | 0.06% | 153 |
|
|
2020
Q1 | $336K | Sell |
2,900
-386
| -12% | -$44.7K | 0.1% | 109 |
|
|
2019
Q4 | $485K | Sell |
3,286
-170
| -5% | -$25.1K | 0.1% | 135 |
|
|
2019
Q3 | $437K | Buy |
3,456
+10
| +0.3% | +$1.26K | 0.1% | 119 |
|
|
2019
Q2 | $470K | Buy |
3,446
+7
| +0.2% | +$955 | 0.11% | 110 |
|
|
2019
Q1 | $466K | Sell |
3,439
-23
| -0.7% | -$3.12K | 0.11% | 114 |
|
|
2018
Q4 | $440K | Sell |
3,462
-330
| -9% | -$41.9K | 0.12% | 103 |
|
|
2018
Q3 | $578K | Sell |
3,792
-188
| -5% | -$28.7K | 0.13% | 109 |
|
|
2018
Q2 | $540K | Buy |
3,980
+7
| +0.2% | +$950 | 0.13% | 117 |
|
|
2018
Q1 | $586K | Sell |
3,973
-43
| -1% | -$6.34K | 0.14% | 111 |
|
|
2017
Q4 | $633K | Buy |
4,016
+21
| +0.5% | +$3.31K | 0.15% | 109 |
|
|
2017
Q3 | $498K | Buy |
3,995
+80
| +2% | +$9.97K | 0.13% | 119 |
|
|
2017
Q2 | $421K | Buy |
3,915
+10
| +0.3% | +$1.08K | 0.11% | 118 |
|
|
2017
Q1 | $362K | Sell |
3,905
-5,482
| -58% | -$508K | 0.1% | 118 |
|
|
2016
Q4 | $871K | Buy |
9,387
+7,094
| +309% | +$658K | 0.25% | 90 |
|
|
2016
Q3 | $204K | Buy |
+2,293
| New | +$204K | 0.06% | 119 |
|
|
2015
Q1 | – | Sell |
-2,759
| Closed | -$253K | – | 116 |
|
|
2014
Q4 | $253K | Buy |
2,759
+164
| +6% | +$15K | 0.09% | 109 |
|
|
2014
Q3 | $257K | Buy |
2,595
+41
| +2% | +$4.06K | 0.1% | 104 |
|
|
2014
Q2 | $278K | Buy |
2,554
+161
| +7% | +$17.5K | 0.11% | 100 |
|
|
2014
Q1 | $238K | Buy |
+2,393
| New | +$238K | 0.1% | 102 |
|