WBH Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
4,981
-50
| -1% | -$19.4K | 0.16% | 106 |
|
|
2025
Q1 | $1.66M | Sell |
5,031
-390
| -7% | -$129K | 0.15% | 109 |
|
|
2024
Q4 | $1.97M | Sell |
5,421
-72
| -1% | -$26.1K | 0.18% | 95 |
|
|
2024
Q3 | $2.15M | Sell |
5,493
-229
| -4% | -$89.6K | 0.2% | 86 |
|
|
2024
Q2 | $1.91M | Buy |
5,722
+38
| +0.7% | +$12.7K | 0.19% | 88 |
|
|
2024
Q1 | $2.08M | Sell |
5,684
-4
| -0.1% | -$1.47K | 0.21% | 87 |
|
|
2023
Q4 | $1.68M | Sell |
5,688
-153
| -3% | -$45.2K | 0.19% | 102 |
|
|
2023
Q3 | $1.59M | Sell |
5,841
-309
| -5% | -$84.4K | 0.2% | 104 |
|
|
2023
Q2 | $1.51M | Sell |
6,150
-155
| -2% | -$38.1K | 0.18% | 109 |
|
|
2023
Q1 | $1.44M | Buy |
+6,305
| New | +$1.44M | 0.18% | 113 |
|
|
2022
Q3 | $1.02M | Sell |
6,219
-47
| -0.8% | -$7.71K | 0.15% | 141 |
|
|
2022
Q2 | $1.1M | Sell |
6,266
-283
| -4% | -$49.5K | 0.15% | 132 |
|
|
2022
Q1 | $1.39M | Sell |
6,549
-400
| -6% | -$85K | 0.17% | 122 |
|
|
2021
Q4 | $1.44M | Sell |
6,949
-87
| -1% | -$18K | 0.16% | 122 |
|
|
2021
Q3 | $1.35M | Buy |
7,036
+3
| +0% | +$576 | 0.18% | 114 |
|
|
2021
Q2 | $1.48M | Sell |
7,033
-47
| -0.7% | -$9.92K | 0.22% | 96 |
|
|
2021
Q1 | $1.64M | Sell |
7,080
-106
| -1% | -$24.6K | 0.27% | 84 |
|
|
2020
Q4 | $1.38M | Buy |
7,186
+352
| +5% | +$67.7K | 0.24% | 87 |
|
|
2020
Q3 | $1.02M | Sell |
6,834
-162
| -2% | -$24.2K | 0.21% | 99 |
|
|
2020
Q2 | $885K | Sell |
6,996
-606
| -8% | -$76.7K | 0.21% | 103 |
|
|
2020
Q1 | $882 | Sell |
7,602
-981
| -11% | -$114 | 0.21% | 93 |
|
|
2019
Q4 | $1.27M | Sell |
8,583
-49
| -0.6% | -$7.23K | 0.26% | 89 |
|
|
2019
Q3 | $1.09M | Buy |
8,632
+60
| +0.7% | +$7.58K | 0.24% | 93 |
|
|
2019
Q2 | $1.17M | Sell |
8,572
-42
| -0.5% | -$5.72K | 0.27% | 90 |
|
|
2019
Q1 | $1.17M | Buy |
8,614
+37
| +0.4% | +$5.01K | 0.28% | 85 |
|
|
2018
Q4 | $1.09K | Sell |
8,577
-493
| -5% | -$63 | 0.26% | 86 |
|
|
2018
Q3 | $1.38M | Buy |
9,070
+397
| +5% | +$60.5K | 0.34% | 71 |
|
|
2018
Q2 | $1.18M | Buy |
8,673
+305
| +4% | +$41.4K | 0.3% | 81 |
|
|
2018
Q1 | $1.23M | Sell |
8,368
-232
| -3% | -$34.2K | 0.34% | 74 |
|
|
2017
Q4 | $1.36M | Buy |
8,600
+72
| +0.8% | +$11.3K | 0.36% | 70 |
|
|
2017
Q3 | $1.06M | Buy |
8,528
+7
| +0.1% | +$873 | 0.3% | 80 |
|
|
2017
Q2 | $915K | Sell |
8,521
-93
| -1% | -$9.99K | 0.26% | 85 |
|
|
2017
Q1 | $799K | Buy |
8,614
+9
| +0.1% | +$835 | 0.24% | 92 |
|
|
2016
Q4 | $798K | Sell |
8,605
-332
| -4% | -$30.8K | 0.27% | 89 |
|
|
2016
Q3 | $793K | Buy |
8,937
+209
| +2% | +$18.5K | 0.27% | 88 |
|
|
2016
Q2 | $661K | Sell |
8,728
-60
| -0.7% | -$4.54K | 0.26% | 91 |
|
|
2016
Q1 | $672K | Sell |
8,788
-89
| -1% | -$6.81K | 0.22% | 87 |
|
|
2015
Q4 | $603 | Sell |
8,877
-7,275
| -45% | -$494 | 0.21% | 92 |
|
|
2015
Q3 | $1.06M | Buy |
16,152
+182
| +1% | +$11.9K | 0.44% | 58 |
|
|
2015
Q2 | $1.35M | Sell |
15,970
-743
| -4% | -$63K | 0.53% | 50 |
|
|
2015
Q1 | $1.34K | Sell |
16,713
-826
| -5% | -$66 | 0.38% | 54 |
|
|
2014
Q4 | $1.61M | Sell |
17,539
-973
| -5% | -$89K | 0.61% | 41 |
|
|
2014
Q3 | $1.83M | Sell |
18,512
-265
| -1% | -$26.2K | 0.64% | 33 |
|
|
2014
Q2 | $2.04M | Sell |
18,777
-191
| -1% | -$20.8K | 0.77% | 27 |
|
|
2014
Q1 | $1.88M | Sell |
18,968
-551
| -3% | -$54.7K | 0.75% | 27 |
|
|
2013
Q4 | $1.77M | Sell |
19,519
-605
| -3% | -$54.9K | 0.71% | 28 |
|
|
2013
Q3 | $1.68M | Sell |
20,124
-339
| -2% | -$28.3K | 0.75% | 28 |
|
|
2013
Q2 | $1.69M | Buy |
+20,463
| New | +$1.69M | 0.78% | 31 |
|