Valmark Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
3,443
+30
| +0.9% | +$11.6K | 0.02% | 283 |
|
|
2025
Q1 | $1.13M | Buy |
3,413
+86
| +3% | +$28.4K | 0.02% | 291 |
|
|
2024
Q4 | $1.21M | Buy |
3,327
+55
| +2% | +$20K | 0.02% | 279 |
|
|
2024
Q3 | $1.28M | Buy |
3,272
+221
| +7% | +$86.4K | 0.02% | 260 |
|
|
2024
Q2 | $1.02M | Buy |
3,051
+228
| +8% | +$75.9K | 0.02% | 279 |
|
|
2024
Q1 | $1.03M | Buy |
2,823
+387
| +16% | +$142K | 0.02% | 263 |
|
|
2023
Q4 | $720K | Buy |
2,436
+147
| +6% | +$43.5K | 0.01% | 303 |
|
|
2023
Q3 | $625K | Buy |
2,289
+25
| +1% | +$6.82K | 0.01% | 291 |
|
|
2023
Q2 | $557K | Buy |
2,264
+48
| +2% | +$11.8K | 0.01% | 309 |
|
|
2023
Q1 | $507K | Buy |
2,216
+188
| +9% | +$43K | 0.01% | 316 |
|
|
2022
Q4 | $486K | Buy |
2,028
+7
| +0.3% | +$1.68K | 0.01% | 313 |
|
|
2022
Q3 | $332K | Buy |
2,021
+129
| +7% | +$21.2K | 0.01% | 336 |
|
|
2022
Q2 | $338K | Buy |
1,892
+829
| +78% | +$148K | 0.01% | 335 |
|
|
2022
Q1 | $237K | Sell |
1,063
-24
| -2% | -$5.35K | ﹤0.01% | 397 |
|
|
2021
Q4 | $225K | Sell |
1,087
-2
| -0.2% | -$414 | ﹤0.01% | 384 |
|
|
2021
Q3 | $209K | Sell |
1,089
-125
| -10% | -$24K | ﹤0.01% | 374 |
|
|
2021
Q2 | $264K | Buy |
1,214
+118
| +11% | +$25.7K | ﹤0.01% | 341 |
|
|
2021
Q1 | $254K | Buy |
+1,096
| New | +$254K | ﹤0.01% | 336 |
|