VFA
Valeo Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
7,299,751
+7,279,991
| +36,842% | +$15.3M | 0.37% | 36 |
|
|
2025
Q1 | $6.52M | Sell |
19,760
-175
| -0.9% | -$57.7K | 0.18% | 64 |
|
|
2024
Q4 | $7.23M | Buy |
19,935
+215
| +1% | +$78K | 0.2% | 55 |
|
|
2024
Q3 | $7.71M | Sell |
19,720
-1,074
| -5% | -$420K | 0.22% | 55 |
|
|
2024
Q2 | $6.93M | Sell |
20,794
-30
| -0.1% | -$9.99K | 0.22% | 56 |
|
|
2024
Q1 | $7.57M | Buy |
20,824
+494
| +2% | +$180K | 0.27% | 48 |
|
|
2023
Q4 | $6.01M | Buy |
20,330
+574
| +3% | +$170K | 0.24% | 58 |
|
|
2023
Q3 | $5.39M | Buy |
19,756
+827
| +4% | +$226K | 0.25% | 56 |
|
|
2023
Q2 | $4.66M | Sell |
18,929
-7,885
| -29% | -$1.94M | 0.21% | 63 |
|
|
2023
Q1 | $6.14M | Buy |
26,814
+12,047
| +82% | +$2.76M | 0.3% | 51 |
|
|
2022
Q4 | $3.54M | Buy |
14,767
+267
| +2% | +$64K | 0.19% | 71 |
|
|
2022
Q3 | $2.38M | Buy |
14,500
+953
| +7% | +$156K | 0.15% | 92 |
|
|
2022
Q2 | $2.42M | Sell |
13,547
-12,378
| -48% | -$2.21M | 0.15% | 88 |
|
|
2022
Q1 | $5.78M | Buy |
25,925
+12,862
| +98% | +$2.87M | 0.29% | 52 |
|
|
2021
Q4 | $2.7M | Sell |
13,063
-396
| -3% | -$81.9K | 0.15% | 86 |
|
|
2021
Q3 | $2.58M | Buy |
13,459
+1,961
| +17% | +$376K | 0.15% | 89 |
|
|
2021
Q2 | $2.5M | Buy |
11,498
+788
| +7% | +$171K | 0.15% | 85 |
|
|
2021
Q1 | $2.48M | Buy |
10,710
+77
| +0.7% | +$17.9K | 0.11% | 98 |
|
|
2020
Q4 | $1.94M | Sell |
10,633
-1,265
| -11% | -$230K | 0.1% | 103 |
|
|
2020
Q3 | $1.78M | Buy |
11,898
+534
| +5% | +$79.7K | 0.16% | 88 |
|
|
2020
Q2 | $1.44M | Sell |
11,364
-1,695
| -13% | -$214K | 0.13% | 101 |
|
|
2020
Q1 | $1.63M | Sell |
13,059
-7,964
| -38% | -$996K | 0.17% | 83 |
|
|
2019
Q4 | $3.11M | Buy |
21,023
+12,324
| +142% | +$1.82M | 0.3% | 52 |
|
|
2019
Q3 | $1.1M | Sell |
8,699
-13,650
| -61% | -$1.72M | 0.12% | 114 |
|
|
2019
Q2 | $3.05M | Buy |
22,349
+2,494
| +13% | +$340K | 0.35% | 46 |
|
|
2019
Q1 | $2.69M | Buy |
19,855
+613
| +3% | +$83.1K | 0.33% | 54 |
|
|
2018
Q4 | $2.45M | Buy |
19,242
+67
| +0.3% | +$8.51K | 0.34% | 52 |
|
|
2018
Q3 | $2.32M | Sell |
19,175
-241
| -1% | -$29.2K | 0.31% | 55 |
|
|
2018
Q2 | $2.62M | Buy |
19,416
+279
| +1% | +$37.7K | 0.37% | 50 |
|
|
2018
Q1 | $2.82M | Buy |
19,137
+202
| +1% | +$29.8K | 0.45% | 43 |
|
|
2017
Q4 | $2.98M | Buy |
18,935
+3,251
| +21% | +$512K | 0.49% | 45 |
|
|
2017
Q3 | $1.96M | Buy |
+15,684
| New | +$1.96M | 0.44% | 51 |
|