Veritable’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,354
| Closed | -$6.24M | – | 120 |
|
|
2023
Q2 | $6.24M | Sell |
25,354
-373
| -1% | -$91.8K | 0.1% | 101 |
|
|
2023
Q1 | $5.89M | Sell |
25,727
-188
| -0.7% | -$43K | 0.1% | 106 |
|
|
2022
Q4 | $6.21M | Buy |
25,915
+3,872
| +18% | +$928K | 0.11% | 96 |
|
|
2022
Q3 | $3.62M | Sell |
22,043
-781
| -3% | -$128K | 0.07% | 144 |
|
|
2022
Q2 | $4.08M | Sell |
22,824
-59
| -0.3% | -$10.5K | 0.07% | 141 |
|
|
2022
Q1 | $5.1M | Buy |
22,883
+602
| +3% | +$134K | 0.08% | 138 |
|
|
2021
Q4 | $4.61M | Buy |
22,281
+566
| +3% | +$117K | 0.07% | 143 |
|
|
2021
Q3 | $4.17M | Sell |
21,715
-74
| -0.3% | -$14.2K | 0.07% | 146 |
|
|
2021
Q2 | $4.74M | Buy |
21,789
+316
| +1% | +$68.8K | 0.08% | 133 |
|
|
2021
Q1 | $4.98M | Buy |
21,473
+47
| +0.2% | +$10.9K | 0.08% | 123 |
|
|
2020
Q4 | $3.9M | Sell |
21,426
-798
| -4% | -$145K | 0.07% | 132 |
|
|
2020
Q3 | $3.32M | Sell |
22,224
-244
| -1% | -$36.4K | 0.07% | 140 |
|
|
2020
Q2 | $2.84M | Sell |
22,468
-1,892
| -8% | -$239K | 0.06% | 144 |
|
|
2020
Q1 | $2.83M | Sell |
24,360
-633
| -3% | -$73.5K | 0.07% | 148 |
|
|
2019
Q4 | $3.69M | Buy |
24,993
+226
| +0.9% | +$33.4K | 0.07% | 156 |
|
|
2019
Q3 | $3.13M | Sell |
24,767
-1,420
| -5% | -$179K | 0.06% | 162 |
|
|
2019
Q2 | $3.57M | Sell |
26,187
-272
| -1% | -$37.1K | 0.07% | 146 |
|
|
2019
Q1 | $3.59M | Buy |
26,459
+284
| +1% | +$38.5K | 0.07% | 149 |
|
|
2018
Q4 | $3.33M | Sell |
26,175
-789
| -3% | -$100K | 0.08% | 144 |
|
|
2018
Q3 | $4.11M | Buy |
26,964
+692
| +3% | +$106K | 0.08% | 134 |
|
|
2018
Q2 | $3.56M | Sell |
26,272
-388
| -1% | -$52.6K | 0.08% | 144 |
|
|
2018
Q1 | $3.93M | Buy |
26,660
+1,393
| +6% | +$205K | 0.08% | 132 |
|
|
2017
Q4 | $3.98M | Sell |
25,267
-2,073
| -8% | -$327K | 0.08% | 127 |
|
|
2017
Q3 | $3.41M | Sell |
27,340
-319
| -1% | -$39.8K | 0.07% | 147 |
|
|
2017
Q2 | $2.97M | Buy |
27,659
+588
| +2% | +$63.2K | 0.07% | 164 |
|
|
2017
Q1 | $2.51M | Sell |
27,071
-1,899
| -7% | -$176K | 0.06% | 183 |
|
|
2016
Q4 | $2.69M | Buy |
28,970
+854
| +3% | +$79.2K | 0.07% | 170 |
|
|
2016
Q3 | $2.5M | Buy |
28,116
+2,523
| +10% | +$224K | 0.06% | 167 |
|
|
2016
Q2 | $1.94M | Buy |
25,593
+3,378
| +15% | +$256K | 0.05% | 201 |
|
|
2016
Q1 | $1.7M | Buy |
22,215
+2,879
| +15% | +$220K | 0.04% | 217 |
|
|
2015
Q4 | $1.31M | Sell |
19,336
-3,650
| -16% | -$248K | 0.04% | 259 |
|
|
2015
Q3 | $1.5M | Sell |
22,986
-150
| -0.6% | -$9.8K | 0.04% | 219 |
|
|
2015
Q2 | $1.96M | Sell |
23,136
-3,030
| -12% | -$257K | 0.05% | 193 |
|
|
2015
Q1 | $2.09M | Sell |
26,166
-311
| -1% | -$24.9K | 0.04% | 252 |
|
|
2014
Q4 | $2.42M | Sell |
26,477
-15,348
| -37% | -$1.4M | 0.05% | 233 |
|
|
2014
Q3 | $4.14M | Sell |
41,825
-2,289
| -5% | -$227K | 0.09% | 163 |
|
|
2014
Q2 | $4.79M | Buy |
44,114
+532
| +1% | +$57.8K | 0.1% | 148 |
|
|
2014
Q1 | $4.33M | Sell |
43,582
-5,853
| -12% | -$582K | 0.09% | 151 |
|
|
2013
Q4 | $4.49M | Sell |
49,435
-1,271
| -3% | -$115K | 0.1% | 147 |
|
|
2013
Q3 | $4.23M | Buy |
50,706
+3,265
| +7% | +$272K | 0.1% | 146 |
|
|
2013
Q2 | $3.91M | Buy |
+47,441
| New | +$3.91M | 0.09% | 150 |
|