TIA
Trust Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
6,422
-345
| -5% | -$134K | 1.51% | 12 |
|
|
2025
Q1 | $2.23M | Sell |
6,767
-454
| -6% | -$150K | 1.44% | 11 |
|
|
2024
Q4 | $2.62M | Buy |
7,221
+529
| +8% | +$192K | 1.67% | 8 |
|
|
2024
Q3 | $2.62M | Sell |
6,692
-557
| -8% | -$218K | 1.67% | 7 |
|
|
2024
Q2 | $2.41M | Sell |
7,249
-438
| -6% | -$146K | 1.54% | 11 |
|
|
2024
Q1 | $2.82M | Sell |
7,687
-48
| -0.6% | -$17.6K | 2.03% | 7 |
|
|
2023
Q4 | $2.29M | Buy |
7,735
+12
| +0.2% | +$3.55K | 1.78% | 7 |
|
|
2023
Q3 | $2.11M | Sell |
7,723
-366
| -5% | -$99.9K | 1.81% | 6 |
|
|
2023
Q2 | $1.99M | Sell |
8,089
-68
| -0.8% | -$16.7K | 1.61% | 9 |
|
|
2023
Q1 | $1.87M | Sell |
8,157
-250
| -3% | -$57.2K | 1.67% | 8 |
|
|
2022
Q4 | $2.01M | Buy |
8,407
+296
| +4% | +$70.9K | 1.9% | 7 |
|
|
2022
Q3 | $1.33M | Sell |
8,111
-42
| -0.5% | -$6.89K | 1.39% | 16 |
|
|
2022
Q2 | $1.46M | Sell |
8,153
-392
| -5% | -$70.1K | 1.4% | 14 |
|
|
2022
Q1 | $1.9M | Buy |
8,545
+88
| +1% | +$19.6K | 1.55% | 10 |
|
|
2021
Q4 | $1.75M | Buy |
8,457
+329
| +4% | +$68K | 1.38% | 17 |
|
|
2021
Q3 | $1.56M | Sell |
8,128
-657
| -7% | -$126K | 1.39% | 17 |
|
|
2021
Q2 | $1.91M | Sell |
8,785
-34
| -0.4% | -$7.4K | 1.69% | 11 |
|
|
2021
Q1 | $2.05M | Sell |
8,819
-561
| -6% | -$130K | 2.01% | 8 |
|
|
2020
Q4 | $1.71M | Sell |
9,380
-89
| -0.9% | -$16.2K | 1.73% | 11 |
|
|
2020
Q3 | $1.41M | Buy |
9,469
+99
| +1% | +$14.8K | 1.64% | 15 |
|
|
2020
Q2 | $1.19M | Sell |
9,370
-125
| -1% | -$15.8K | 1.52% | 16 |
|
|
2020
Q1 | $1.1M | Sell |
9,495
-15
| -0.2% | -$1.74K | 1.82% | 14 |
|
|
2019
Q4 | $1.4M | Hold |
9,510
| – | – | 1.75% | 15 |
|
|
2019
Q3 | $1.2M | Sell |
9,510
-450
| -5% | -$56.8K | 1.55% | 20 |
|
|
2019
Q2 | $1.36M | Sell |
9,960
-1,120
| -10% | -$153K | 1.71% | 13 |
|
|
2019
Q1 | $1.5M | Sell |
11,080
-1,000
| -8% | -$135K | 1.77% | 11 |
|
|
2018
Q4 | $1.54M | Sell |
12,080
-150
| -1% | -$19.1K | 1.94% | 9 |
|
|
2018
Q3 | $1.87M | Buy |
12,230
+50
| +0.4% | +$7.63K | 1.92% | 7 |
|
|
2018
Q2 | $1.65M | Sell |
12,180
-200
| -2% | -$27.1K | 1.82% | 10 |
|
|
2018
Q1 | $1.83M | Sell |
12,380
-750
| -6% | -$111K | 2.1% | 6 |
|
|
2017
Q4 | $2.07M | Sell |
13,130
-400
| -3% | -$63K | 2.29% | 6 |
|
|
2017
Q3 | $1.69M | Sell |
13,530
-2,200
| -14% | -$274K | 1.91% | 6 |
|
|
2017
Q2 | $1.69M | Sell |
15,730
-350
| -2% | -$37.6K | 1.82% | 8 |
|
|
2017
Q1 | $1.49M | Buy |
16,080
+50
| +0.3% | +$4.64K | 1.6% | 14 |
|
|
2016
Q4 | $1.49M | Buy |
16,030
+30
| +0.2% | +$2.78K | 1.69% | 17 |
|
|
2016
Q3 | $1.42M | Sell |
16,000
-400
| -2% | -$35.5K | 1.61% | 12 |
|
|
2016
Q2 | $1.24M | Buy |
16,400
+275
| +2% | +$20.8K | 1.46% | 20 |
|
|
2016
Q1 | $1.23M | Buy |
16,125
+845
| +6% | +$64.7K | 1.39% | 21 |
|
|
2015
Q4 | $1.04M | Buy |
+15,280
| New | +$1.04M | 1.25% | 33 |
|
|
2015
Q2 | – | Sell |
-5,235
| Closed | -$419K | – | 100 |
|
|
2015
Q1 | $419K | Buy |
5,235
+1,300
| +33% | +$104K | 0.42% | 87 |
|
|
2014
Q4 | $360K | Sell |
3,935
-1,050
| -21% | -$96.1K | 0.37% | 89 |
|
|
2014
Q3 | $494K | Hold |
4,985
| – | – | 0.48% | 79 |
|
|
2014
Q2 | $542K | Sell |
4,985
-275
| -5% | -$29.9K | 0.52% | 75 |
|
|
2014
Q1 | $523K | Sell |
5,260
-240
| -4% | -$23.9K | 0.53% | 74 |
|
|
2013
Q4 | $499K | Buy |
+5,500
| New | +$499K | 0.51% | 78 |
|