TRUE Private Wealth 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 | $1.04M | Buy |
2,678
+17
| +0.6% | +$6.6K | 0.12% | 110 |
|
|
2025
Q1 | $878K | Sell |
2,661
-66
| -2% | -$21.8K | 0.11% | 102 |
|
|
2024
Q4 | $989K | Buy |
2,727
+3
| +0.1% | +$1.09K | 0.12% | 96 |
|
|
2024
Q3 | $1.07M | Sell |
2,724
-1,596
| -37% | -$624K | 0.13% | 92 |
|
|
2024
Q2 | $1.44M | Buy |
4,320
+18
| +0.4% | +$6K | 0.16% | 81 |
|
|
2024
Q1 | $1.58M | Sell |
4,302
-10
| -0.2% | -$3.67K | 0.18% | 74 |
|
|
2023
Q4 | $1.27M | Sell |
4,312
-30
| -0.7% | -$8.87K | 0.16% | 84 |
|
|
2023
Q3 | $1.19M | Buy |
4,342
+137
| +3% | +$37.4K | 0.16% | 81 |
|
|
2023
Q2 | $1.03M | Sell |
4,205
-26
| -0.6% | -$6.4K | 0.15% | 83 |
|
|
2023
Q1 | $968K | Sell |
4,231
-17
| -0.4% | -$3.89K | 0.14% | 83 |
|
|
2022
Q4 | $1.02M | Sell |
4,248
-144
| -3% | -$34.5K | 0.16% | 75 |
|
|
2022
Q3 | $720K | Sell |
4,392
-226
| -5% | -$37K | 0.11% | 86 |
|
|
2022
Q2 | $825K | Buy |
4,618
+532
| +13% | +$95K | 0.12% | 86 |
|
|
2022
Q1 | $909K | Sell |
4,086
-27
| -0.7% | -$6.01K | 0.13% | 87 |
|
|
2021
Q4 | $850K | Sell |
4,113
-10
| -0.2% | -$2.07K | 0.12% | 103 |
|
|
2021
Q3 | $791K | Buy |
4,123
+125
| +3% | +$24K | 0.12% | 108 |
|
|
2021
Q2 | $870K | Buy |
3,998
+80
| +2% | +$17.4K | 0.13% | 96 |
|
|
2021
Q1 | $908K | Buy |
3,918
+70
| +2% | +$16.2K | 0.15% | 93 |
|
|
2020
Q4 | $700K | Sell |
3,848
-99
| -3% | -$18K | 0.12% | 98 |
|
|
2020
Q3 | $588K | Buy |
3,947
+1
| +0% | +$149 | 0.1% | 105 |
|
|
2020
Q2 | $499K | Sell |
3,946
-2,018
| -34% | -$255K | 0.09% | 117 |
|
|
2020
Q1 | $692K | Sell |
5,964
-36
| -0.6% | -$4.18K | 0.15% | 80 |
|
|
2019
Q4 | $886K | Buy |
6,000
+2,040
| +52% | +$301K | 0.14% | 92 |
|
|
2019
Q3 | $500K | Sell |
3,960
-236
| -6% | -$29.8K | 0.09% | 124 |
|
|
2019
Q2 | $571K | Buy |
4,196
+364
| +9% | +$49.5K | 0.1% | 110 |
|
|
2019
Q1 | $519K | Buy |
3,832
+934
| +32% | +$126K | 0.1% | 108 |
|
|
2018
Q4 | $368K | Buy |
2,898
+625
| +27% | +$79.4K | 0.06% | 164 |
|
|
2018
Q3 | $347K | Sell |
2,273
-488
| -18% | -$74.4K | 0.05% | 203 |
|
|
2018
Q2 | $374K | Buy |
2,761
+37
| +1% | +$5.01K | 0.06% | 190 |
|
|
2018
Q1 | $401K | Buy |
2,724
+467
| +21% | +$68.7K | 0.07% | 155 |
|
|
2017
Q4 | $355K | Buy |
+2,257
| New | +$355K | 0.06% | 167 |
|