Wealthfront Advisers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
64,699
+1,197
| +2% | +$465K | 0.06% | 96 |
|
|
2025
Q1 | $20.9M | Buy |
63,502
+2,380
| +4% | +$785K | 0.06% | 103 |
|
|
2024
Q4 | $22.2M | Buy |
61,122
+3,762
| +7% | +$1.36M | 0.06% | 90 |
|
|
2024
Q3 | $22.4M | Sell |
57,360
-704
| -1% | -$275K | 0.07% | 83 |
|
|
2024
Q2 | $19.3M | Buy |
58,064
+2,686
| +5% | +$895K | 0.07% | 85 |
|
|
2024
Q1 | $20.3M | Buy |
55,378
+1,273
| +2% | +$466K | 0.07% | 78 |
|
|
2023
Q4 | $16M | Buy |
54,105
+1,391
| +3% | +$411K | 0.06% | 87 |
|
|
2023
Q3 | $14.4M | Buy |
52,714
+5,348
| +11% | +$1.46M | 0.06% | 88 |
|
|
2023
Q2 | $11.7M | Sell |
47,366
-8,615
| -15% | -$2.12M | 0.05% | 107 |
|
|
2023
Q1 | $12.8M | Buy |
55,981
+9,916
| +22% | +$2.27M | 0.06% | 94 |
|
|
2022
Q4 | $11M | Buy |
46,065
+6,925
| +18% | +$1.66M | 0.05% | 104 |
|
|
2022
Q3 | $6.42M | Buy |
39,140
+2,199
| +6% | +$361K | 0.03% | 144 |
|
|
2022
Q2 | $6.6M | Sell |
36,941
-16
| -0% | -$2.86K | 0.03% | 145 |
|
|
2022
Q1 | $8.24M | Sell |
36,957
-8,344
| -18% | -$1.86M | 0.04% | 129 |
|
|
2021
Q4 | $9.37M | Buy |
45,301
+8,120
| +22% | +$1.68M | 0.04% | 106 |
|
|
2021
Q3 | $7.14M | Buy |
37,181
+15
| +0% | +$2.88K | 0.03% | 117 |
|
|
2021
Q2 | $8.09M | Sell |
37,166
-948
| -2% | -$206K | 0.04% | 93 |
|
|
2021
Q1 | $8.84M | Buy |
38,114
+2,306
| +6% | +$535K | 0.05% | 73 |
|
|
2020
Q4 | $6.52M | Buy |
35,808
+2,615
| +8% | +$476K | 0.04% | 80 |
|
|
2020
Q3 | $4.95M | Buy |
33,193
+4,818
| +17% | +$719K | 0.04% | 81 |
|
|
2020
Q2 | $3.59M | Buy |
28,375
+8,046
| +40% | +$1.02M | 0.03% | 97 |
|
|
2020
Q1 | $2.36M | Sell |
20,329
-9,819
| -33% | -$1.14M | 0.02% | 123 |
|
|
2019
Q4 | $4.45M | Buy |
30,148
+4,352
| +17% | +$643K | 0.03% | 93 |
|
|
2019
Q3 | $3.26M | Sell |
25,796
-2,476
| -9% | -$313K | 0.03% | 108 |
|
|
2019
Q2 | $3.85M | Sell |
28,272
-3,894
| -12% | -$531K | 0.03% | 85 |
|
|
2019
Q1 | $4.36M | Sell |
32,166
-1,605
| -5% | -$217K | 0.04% | 77 |
|
|
2018
Q4 | $4.29M | Buy |
+33,771
| New | +$4.29M | 0.05% | 73 |
|