United Capital Financial 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 | $18.2M | Sell |
46,785
-1,736
| -4% | -$674K | 0.15% | 124 |
|
|
2025
Q1 | $16M | Sell |
48,521
-1,367
| -3% | -$451K | 0.14% | 126 |
|
|
2024
Q4 | $18.1M | Sell |
49,888
-2,281
| -4% | -$827K | 0.15% | 119 |
|
|
2024
Q3 | $20.4M | Sell |
52,169
-922
| -2% | -$361K | 0.17% | 121 |
|
|
2024
Q2 | $17.7M | Sell |
53,091
-5,026
| -9% | -$1.67M | 0.15% | 128 |
|
|
2024
Q1 | $21.3M | Sell |
58,117
-12,172
| -17% | -$4.46M | 0.18% | 118 |
|
|
2023
Q4 | $20.8M | Sell |
70,289
-81,626
| -54% | -$24.1M | 0.17% | 125 |
|
|
2023
Q3 | $41.5M | Sell |
151,915
-8,964
| -6% | -$2.45M | 0.27% | 80 |
|
|
2023
Q2 | $39.6M | Sell |
160,879
-1,162
| -0.7% | -$286K | 0.22% | 92 |
|
|
2023
Q1 | $37.1M | Sell |
162,041
-9,019
| -5% | -$2.06M | 0.21% | 94 |
|
|
2022
Q4 | $41M | Buy |
171,060
+2,925
| +2% | +$701K | 0.23% | 90 |
|
|
2022
Q3 | $27.6M | Buy |
168,135
+126
| +0.1% | +$20.7K | 0.16% | 126 |
|
|
2022
Q2 | $30M | Buy |
168,009
+2,906
| +2% | +$519K | 0.16% | 127 |
|
|
2022
Q1 | $36.8M | Buy |
165,103
+5,056
| +3% | +$1.13M | 0.18% | 120 |
|
|
2021
Q4 | $33.1M | Buy |
160,047
+828
| +0.5% | +$171K | 0.15% | 139 |
|
|
2021
Q3 | $30.6M | Buy |
159,219
+4,016
| +3% | +$771K | 0.15% | 139 |
|
|
2021
Q2 | $33.8M | Sell |
155,203
-1,477
| -0.9% | -$321K | 0.17% | 123 |
|
|
2021
Q1 | $36.3M | Sell |
156,680
-961
| -0.6% | -$223K | 0.2% | 108 |
|
|
2020
Q4 | $28.7M | Sell |
157,641
-2,128
| -1% | -$387K | 0.17% | 131 |
|
|
2020
Q3 | $23.8M | Buy |
159,769
+84,693
| +113% | +$12.6M | 0.16% | 151 |
|
|
2020
Q2 | $9.5M | Sell |
75,076
-4,849
| -6% | -$613K | 0.07% | 261 |
|
|
2020
Q1 | $9.28M | Sell |
79,925
-4,620
| -5% | -$536K | 0.08% | 248 |
|
|
2019
Q4 | $12.5M | Buy |
84,545
+6,611
| +8% | +$976K | 0.08% | 270 |
|
|
2019
Q3 | $9.84M | Sell |
77,934
-148,187
| -66% | -$18.7M | 0.07% | 291 |
|
|
2019
Q2 | $30.8M | Sell |
226,121
-116,233
| -34% | -$15.8M | 0.2% | 110 |
|
|
2019
Q1 | $46.4M | Buy |
342,354
+277,692
| +429% | +$37.6M | 0.33% | 68 |
|
|
2018
Q4 | $8.22M | Buy |
64,662
+24,309
| +60% | +$3.09M | 0.07% | 286 |
|
|
2018
Q3 | $6.15M | Sell |
40,353
-892
| -2% | -$136K | 0.04% | 395 |
|
|
2018
Q2 | $5.6M | Buy |
41,245
+937
| +2% | +$127K | 0.04% | 397 |
|
|
2018
Q1 | $5.94M | Sell |
40,308
-115,811
| -74% | -$17.1M | 0.05% | 381 |
|
|
2017
Q4 | $24.7M | Buy |
156,119
+150
| +0.1% | +$23.8K | 0.2% | 116 |
|
|
2017
Q3 | $19.5M | Sell |
155,969
-676
| -0.4% | -$84.3K | 0.17% | 142 |
|
|
2017
Q2 | $16.8M | Buy |
156,645
+2,711
| +2% | +$291K | 0.15% | 155 |
|
|
2017
Q1 | $14.3M | Sell |
153,934
-6,390
| -4% | -$593K | 0.13% | 178 |
|
|
2016
Q4 | $14.9M | Sell |
160,324
-2,128
| -1% | -$197K | 0.14% | 161 |
|
|
2016
Q3 | $14.4M | Buy |
162,452
+5,392
| +3% | +$479K | 0.14% | 169 |
|
|
2016
Q2 | $11.9M | Buy |
157,060
+3,113
| +2% | +$237K | 0.12% | 183 |
|
|
2016
Q1 | $11.8M | Buy |
153,947
+10,101
| +7% | +$773K | 0.13% | 167 |
|
|
2015
Q4 | $9.78M | Sell |
143,846
-263
| -0.2% | -$17.9K | 0.11% | 198 |
|
|
2015
Q3 | $9.42M | Buy |
144,109
+119,494
| +485% | +$7.81M | 0.11% | 200 |
|
|
2015
Q2 | $2.09M | Sell |
24,615
-2,749
| -10% | -$233K | 0.02% | 557 |
|
|
2015
Q1 | $2.38M | Sell |
27,364
-2,553
| -9% | -$222K | 0.03% | 518 |
|
|
2014
Q4 | $2.74M | Buy |
29,917
+3,571
| +14% | +$327K | 0.04% | 389 |
|
|
2014
Q3 | $2.61M | Sell |
26,346
-9,381
| -26% | -$929K | 0.05% | 374 |
|
|
2014
Q2 | $3.88M | Sell |
35,727
-44,332
| -55% | -$4.82M | 0.07% | 277 |
|
|
2014
Q1 | $7.96M | Buy |
80,059
+18,210
| +29% | +$1.81M | 0.17% | 142 |
|
|
2013
Q4 | $5.62M | Buy |
61,849
+40,427
| +189% | +$3.67M | 0.19% | 137 |
|
|
2013
Q3 | $1.79M | Sell |
21,422
-69,556
| -76% | -$5.8M | 0.06% | 271 |
|
|
2013
Q2 | $7.51M | Buy |
+90,978
| New | +$7.51M | 0.2% | 132 |
|