Vanguard Capital Wealth 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 | $1.39M | Buy |
3,575
+27
| +0.8% | +$10.5K | 1.38% | 14 |
|
|
2025
Q1 | $1.17M | Buy |
3,548
+78
| +2% | +$25.7K | 1.43% | 12 |
|
|
2024
Q4 | $1.26M | Buy |
3,470
+4
| +0.1% | +$1.45K | 1.37% | 13 |
|
|
2024
Q3 | $1.36M | Buy |
3,466
+28
| +0.8% | +$11K | 1.43% | 12 |
|
|
2024
Q2 | $1.15M | Buy |
3,438
+4
| +0.1% | +$1.33K | 0.77% | 24 |
|
|
2024
Q1 | $1.26M | Buy |
3,434
+213
| +7% | +$78.1K | 0.89% | 24 |
|
|
2023
Q4 | $952K | Buy |
3,221
+95
| +3% | +$28.1K | 0.77% | 23 |
|
|
2023
Q3 | $853K | Buy |
3,126
+4
| +0.1% | +$1.09K | 0.79% | 25 |
|
|
2023
Q2 | $768K | Buy |
3,122
+5
| +0.2% | +$1.23K | 0.7% | 33 |
|
|
2023
Q1 | $713K | Buy |
3,117
+4
| +0.1% | +$915 | 0.71% | 36 |
|
|
2022
Q4 | $746K | Buy |
3,113
+5
| +0.2% | +$1.2K | 0.86% | 30 |
|
|
2022
Q3 | $510K | Buy |
3,108
+5
| +0.2% | +$820 | 0.62% | 44 |
|
|
2022
Q2 | $554K | Sell |
3,103
-245
| -7% | -$43.7K | 0.63% | 42 |
|
|
2022
Q1 | $746K | Buy |
3,348
+5
| +0.1% | +$1.11K | 0.53% | 45 |
|
|
2021
Q4 | $691K | Buy |
3,343
+44
| +1% | +$9.1K | 0.5% | 50 |
|
|
2021
Q3 | $633 | Sell |
3,299
-196
| -6% | -$38 | 0.42% | 60 |
|
|
2021
Q2 | $760K | Buy |
3,495
+204
| +6% | +$44.4K | 0.58% | 47 |
|
|
2021
Q1 | $758K | Buy |
3,291
+4
| +0.1% | +$922 | 0.65% | 40 |
|
|
2020
Q4 | $591K | Buy |
+3,287
| New | +$591K | 0.54% | 46 |
|
|
2020
Q2 | $409K | Buy |
+3,237
| New | +$409K | 0.48% | 56 |
|
|
2019
Q4 | $454K | Buy |
3,075
+4
| +0.1% | +$591 | 0.47% | 62 |
|
|
2019
Q3 | $387K | Sell |
3,071
-193
| -6% | -$24.3K | 0.45% | 71 |
|
|
2019
Q2 | $444K | Buy |
3,264
+139
| +4% | +$18.9K | 0.54% | 59 |
|
|
2019
Q1 | $423K | Sell |
3,125
-197
| -6% | -$26.7K | 0.53% | 58 |
|
|
2018
Q4 | $422K | Sell |
3,322
-31
| -0.9% | -$3.94K | 0.63% | 50 |
|
|
2018
Q3 | $511K | Sell |
3,353
-17
| -0.5% | -$2.59K | 0.58% | 52 |
|
|
2018
Q2 | $457K | Buy |
+3,370
| New | +$457K | 0.61% | 60 |
|
|
2018
Q1 | – | Sell |
-3,475
| Closed | -$548K | – | 113 |
|
|
2017
Q4 | $548K | Buy |
+3,475
| New | +$548K | 0.69% | 45 |
|