WS
Wedbush Securities’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
18,043
-810
| -4% | -$314K | 0.24% | 60 |
|
|
2025
Q1 | $6.22M | Sell |
18,853
-468
| -2% | -$154K | 0.23% | 64 |
|
|
2024
Q4 | $7.01M | Buy |
19,321
+2,793
| +17% | +$1.01M | 0.25% | 58 |
|
|
2024
Q3 | $6.46M | Sell |
16,528
-2,395
| -13% | -$937K | 0.24% | 65 |
|
|
2024
Q2 | $6.3M | Buy |
18,923
+602
| +3% | +$201K | 0.23% | 68 |
|
|
2024
Q1 | $6.71M | Buy |
18,321
+514
| +3% | +$188K | 0.25% | 66 |
|
|
2023
Q4 | $5.27M | Sell |
17,807
-1,761
| -9% | -$521K | 0.23% | 71 |
|
|
2023
Q3 | $5.34M | Sell |
19,568
-1,017
| -5% | -$278K | 0.27% | 66 |
|
|
2023
Q2 | $5.07M | Buy |
20,585
+479
| +2% | +$118K | 0.24% | 71 |
|
|
2023
Q1 | $4.6M | Sell |
20,106
-2,201
| -10% | -$504K | 0.23% | 74 |
|
|
2022
Q4 | $5.34M | Buy |
22,307
+22
| +0.1% | +$5.27K | 0.29% | 56 |
|
|
2022
Q3 | $3.66M | Sell |
22,285
-97
| -0.4% | -$15.9K | 0.21% | 78 |
|
|
2022
Q2 | $4M | Buy |
22,382
+1,246
| +6% | +$223K | 0.22% | 70 |
|
|
2022
Q1 | $4.71M | Sell |
21,136
-1,238
| -6% | -$276K | 0.22% | 67 |
|
|
2021
Q4 | $4.63M | Buy |
22,374
+130
| +0.6% | +$26.9K | 0.2% | 83 |
|
|
2021
Q3 | $4.27M | Sell |
22,244
-1,270
| -5% | -$244K | 0.2% | 78 |
|
|
2021
Q2 | $5.12M | Buy |
23,514
+6,290
| +37% | +$1.37M | 0.24% | 63 |
|
|
2021
Q1 | $3.99M | Buy |
17,224
+1,684
| +11% | +$390K | 0.22% | 70 |
|
|
2020
Q4 | $2.83M | Sell |
15,540
-756
| -5% | -$138K | 0.25% | 81 |
|
|
2020
Q3 | $2.43M | Sell |
16,296
-243
| -1% | -$36.3K | 0.23% | 92 |
|
|
2020
Q2 | $2.09M | Sell |
16,539
-357
| -2% | -$45.2K | 0.2% | 111 |
|
|
2020
Q1 | $1.96M | Sell |
16,896
-147
| -0.9% | -$17.1K | 0.23% | 97 |
|
|
2019
Q4 | $2.52M | Sell |
17,043
-224
| -1% | -$33.1K | 0.22% | 91 |
|
|
2019
Q3 | $2.18M | Buy |
17,267
+265
| +2% | +$33.5K | 0.21% | 105 |
|
|
2019
Q2 | $2.32M | Buy |
17,002
+1,255
| +8% | +$171K | 0.23% | 91 |
|
|
2019
Q1 | $2.13M | Buy |
15,747
+126
| +0.8% | +$17.1K | 0.23% | 98 |
|
|
2018
Q4 | $1.99M | Buy |
15,621
+908
| +6% | +$115K | 0.25% | 85 |
|
|
2018
Q3 | $2.24M | Sell |
14,713
-1,663
| -10% | -$254K | 0.25% | 81 |
|
|
2018
Q2 | $2.22M | Buy |
16,376
+3,036
| +23% | +$412K | 0.28% | 72 |
|
|
2018
Q1 | $1.97M | Buy |
13,340
+1,934
| +17% | +$285K | 0.26% | 84 |
|
|
2017
Q4 | $1.8M | Buy |
11,406
+247
| +2% | +$38.9K | 0.22% | 99 |
|
|
2017
Q3 | $1.39M | Sell |
11,159
-815
| -7% | -$102K | 0.18% | 118 |
|
|
2017
Q2 | $1.29M | Buy |
11,974
+3,340
| +39% | +$359K | 0.17% | 141 |
|
|
2017
Q1 | $801K | Sell |
8,634
-5,043
| -37% | -$468K | 0.11% | 228 |
|
|
2016
Q4 | $1.27M | Buy |
13,677
+2,082
| +18% | +$193K | 0.19% | 113 |
|
|
2016
Q3 | $1.03M | Buy |
11,595
+1,545
| +15% | +$137K | 0.15% | 144 |
|
|
2016
Q2 | $762K | Buy |
10,050
+857
| +9% | +$65K | 0.12% | 178 |
|
|
2016
Q1 | $704K | Buy |
9,193
+688
| +8% | +$52.7K | 0.12% | 181 |
|
|
2015
Q4 | $578K | Sell |
8,505
-788
| -8% | -$53.6K | 0.1% | 213 |
|
|
2015
Q3 | $607K | Buy |
9,293
+178
| +2% | +$11.6K | 0.12% | 191 |
|
|
2015
Q2 | $773K | Sell |
9,115
-5,583
| -38% | -$473K | 0.14% | 170 |
|
|
2015
Q1 | $1.18M | Buy |
14,698
+2,649
| +22% | +$212K | 0.2% | 108 |
|
|
2014
Q4 | $1.1M | Buy |
12,049
+2,698
| +29% | +$247K | 0.17% | 120 |
|
|
2014
Q3 | $926K | Sell |
9,351
-2,909
| -24% | -$288K | 0.14% | 136 |
|
|
2014
Q2 | $1.33M | Sell |
12,260
-5,654
| -32% | -$614K | 0.21% | 98 |
|
|
2014
Q1 | $1.78M | Buy |
17,914
+744
| +4% | +$73.9K | 0.31% | 73 |
|
|
2013
Q4 | $1.56M | Buy |
17,170
+2,080
| +14% | +$189K | 0.37% | 72 |
|
|
2013
Q3 | $1.26M | Buy |
15,090
+1,160
| +8% | +$96.7K | 0.33% | 79 |
|
|
2013
Q2 | $1.15M | Buy |
+13,930
| New | +$1.15M | 0.32% | 83 |
|