Winch Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
267
+241
| +927% | +$93.5K | 0.03% | 123 |
|
|
2025
Q1 | $8.49K | Hold |
26
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $9.3K | Hold |
26
| – | – | ﹤0.01% | 298 |
|
|
2024
Q3 | $9.99K | Buy |
26
+1
| +4% | +$384 | ﹤0.01% | 263 |
|
|
2024
Q2 | $8.48K | Hold |
25
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $9.29K | Hold |
25
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $7.47K | Hold |
25
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 291 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 429 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 393 |
|
|
2020
Q1 | – | Sell |
-618
| Closed | -$91K | – | 346 |
|
|
2019
Q4 | $91K | Sell |
618
-85
| -12% | -$12.5K | 0.04% | 82 |
|
|
2019
Q3 | $89K | Sell |
703
-9
| -1% | -$1.14K | 0.05% | 82 |
|
|
2019
Q2 | $97K | Hold |
712
| – | – | 0.05% | 79 |
|
|
2019
Q1 | $96K | Sell |
712
-39
| -5% | -$5.26K | 0.05% | 84 |
|
|
2018
Q4 | $95K | Buy |
751
+467
| +164% | +$59.1K | 0.05% | 81 |
|
|
2018
Q3 | $43K | Sell |
284
-469
| -62% | -$71K | 0.02% | 110 |
|
|
2018
Q2 | $102K | Sell |
753
-71
| -9% | -$9.62K | 0.06% | 86 |
|
|
2018
Q1 | $121K | Buy |
824
+74
| +10% | +$10.9K | 0.07% | 85 |
|
|
2017
Q4 | $118K | Buy |
750
+192
| +34% | +$30.2K | 0.07% | 69 |
|
|
2017
Q3 | $75K | Buy |
558
+471
| +541% | +$63.3K | 0.05% | 75 |
|
|
2017
Q2 | $9K | Hold |
87
| – | – | 0.01% | 193 |
|
|
2017
Q1 | $8K | Hold |
87
| – | – | 0.01% | 183 |
|
|
2016
Q4 | $8K | Buy |
+87
| New | +$8K | 0.01% | 163 |
|
|
2016
Q3 | – | Sell |
-127
| Closed | -$10K | – | 271 |
|
|
2016
Q2 | $10K | Buy |
+127
| New | +$10K | 0.01% | 148 |
|
|
2016
Q1 | – | Sell |
-92
| Closed | -$6K | – | 241 |
|
|
2015
Q4 | $6K | Sell |
92
-64
| -41% | -$4.17K | 0.01% | 159 |
|
|
2015
Q3 | $10K | Buy |
156
+101
| +184% | +$6.47K | 0.01% | 119 |
|
|
2015
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 203 |
|
|
2015
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 200 |
|
|
2014
Q4 | – | Sell |
-25
| Closed | -$3K | – | 58 |
|
|
2014
Q3 | $3K | Sell |
25
-19,896
| -100% | -$2.39M | ﹤0.01% | 195 |
|
|
2014
Q2 | $2.17M | Buy |
19,921
+15,381
| +339% | +$1.67M | 1.27% | 24 |
|
|
2014
Q1 | $451K | Buy |
+4,540
| New | +$451K | 0.29% | 75 |
|