Winthrop Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Sell |
2,076
-2
| -0.1% | -$1.39K | 0.12% | 63 |
|
|
2025
Q4 | $1.19M | Buy |
2,078
+30
| +1% | +$16.7K | 0.1% | 67 |
|
|
2025
Q3 | $977K | Buy |
2,048
+3
| +0.1% | +$1.28K | 0.09% | 70 |
|
|
2025
Q2 | $794K | Buy |
2,045
+30
| +1% | +$10K | 0.08% | 77 |
|
|
2025
Q1 | $665K | Buy |
2,015
+2
| +0.1% | +$712 | 0.08% | 73 |
|
|
2024
Q4 | $730K | Sell |
2,013
-6
| -0.3% | -$2.33K | 0.09% | 75 |
|
|
2024
Q3 | $790K | Buy |
2,019
+5
| +0.2% | +$1.73K | 0.1% | 68 |
|
|
2024
Q2 | $671K | Sell |
2,014
-18
| -0.9% | -$6.24K | 0.09% | 69 |
|
|
2024
Q1 | $744K | Sell |
2,032
-49
| -2% | -$15.7K | 0.11% | 62 |
|
|
2023
Q4 | $615K | Buy |
2,081
+205
| +11% | +$53.2K | 0.1% | 70 |
|
|
2023
Q3 | $512K | Sell |
1,876
-121
| -6% | -$32.8K | 0.08% | 70 |
|
|
2023
Q2 | $491K | Buy |
1,997
+97
| +5% | +$21.6K | 0.08% | 76 |
|
|
2023
Q1 | $435K | Sell |
1,900
-60
| -3% | -$14.5K | 0.08% | 76 |
|
|
2022
Q4 | $470K | Buy |
1,960
+53
| +3% | +$11.5K | 0.09% | 71 |
|
|
2022
Q3 | $313K | Buy |
1,907
+2
| +0.1% | +$365 | 0.07% | 83 |
|
|
2022
Q2 | $340K | Buy |
1,905
+877
| +85% | +$185K | 0.08% | 81 |
|
|
2022
Q1 | $229K | Sell |
1,028
-12
| -1% | -$2.52K | 0.05% | 121 |
|
|
2021
Q4 | $215K | Buy |
+1,040
| New | +$209K | 0.04% | 132 |
|
|
2021
Q3 | – | Sell |
-1,036
| Closed | -$226K | – | 142 |
|
|
2021
Q2 | $226K | Buy |
1,036
+51
| +5% | +$11.8K | 0.05% | 121 |
|
|
2021
Q1 | $228K | Sell |
985
-199
| -17% | -$41.2K | 0.06% | 120 |
|
|
2020
Q4 | $215K | Buy |
+1,184
| New | +$201K | 0.06% | 124 |
|
Other funds holding CAT
VCM
VPM
