Ulland Investment 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 | $161K | Sell |
415
-100
| -19% | -$38.8K | 0.12% | 71 |
|
|
2025
Q1 | $170K | Sell |
515
-200
| -28% | -$66K | 0.14% | 67 |
|
|
2024
Q4 | $259K | Hold |
715
| – | – | 0.17% | 50 |
|
|
2024
Q3 | $280K | Hold |
715
| – | – | 0.2% | 47 |
|
|
2024
Q2 | $238K | Hold |
715
| – | – | 0.17% | 54 |
|
|
2024
Q1 | $262K | Hold |
715
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $211K | Hold |
715
| – | – | 0.21% | 52 |
|
|
2023
Q3 | $195K | Hold |
715
| – | – | 0.21% | 54 |
|
|
2023
Q2 | $176K | Hold |
715
| – | – | 0.18% | 55 |
|
|
2023
Q1 | $164K | Hold |
715
| – | – | 0.19% | 57 |
|
|
2022
Q4 | $171K | Hold |
715
| – | – | 0.2% | 58 |
|
|
2022
Q3 | $117K | Hold |
715
| – | – | 0.13% | 63 |
|
|
2022
Q2 | $128K | Hold |
715
| – | – | 0.13% | 65 |
|
|
2022
Q1 | $159K | Hold |
715
| – | – | 0.12% | 66 |
|
|
2021
Q4 | $148K | Buy |
+715
| New | +$148K | 0.09% | 72 |
|