Winthrop Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
2,045
+30
| +1% | +$11.6K | 0.08% | 77 |
|
|
2025
Q1 | $665K | Buy |
2,015
+2
| +0.1% | +$660 | 0.08% | 73 |
|
|
2024
Q4 | $730K | Sell |
2,013
-6
| -0.3% | -$2.18K | 0.09% | 75 |
|
|
2024
Q3 | $790K | Buy |
2,019
+5
| +0.2% | +$1.96K | 0.1% | 68 |
|
|
2024
Q2 | $671K | Sell |
2,014
-18
| -0.9% | -$6K | 0.09% | 69 |
|
|
2024
Q1 | $744K | Sell |
2,032
-49
| -2% | -$18K | 0.11% | 62 |
|
|
2023
Q4 | $615K | Buy |
2,081
+205
| +11% | +$60.6K | 0.1% | 70 |
|
|
2023
Q3 | $512K | Sell |
1,876
-121
| -6% | -$33K | 0.08% | 70 |
|
|
2023
Q2 | $491K | Buy |
1,997
+97
| +5% | +$23.9K | 0.08% | 76 |
|
|
2023
Q1 | $435K | Sell |
1,900
-60
| -3% | -$13.7K | 0.08% | 76 |
|
|
2022
Q4 | $470K | Buy |
1,960
+53
| +3% | +$12.7K | 0.09% | 71 |
|
|
2022
Q3 | $313K | Buy |
1,907
+2
| +0.1% | +$328 | 0.07% | 83 |
|
|
2022
Q2 | $340K | Buy |
1,905
+877
| +85% | +$157K | 0.08% | 81 |
|
|
2022
Q1 | $229K | Sell |
1,028
-12
| -1% | -$2.67K | 0.05% | 121 |
|
|
2021
Q4 | $215K | Buy |
+1,040
| New | +$215K | 0.04% | 132 |
|
|
2021
Q3 | – | Sell |
-1,036
| Closed | -$226K | – | 142 |
|
|
2021
Q2 | $226K | Buy |
1,036
+51
| +5% | +$11.1K | 0.05% | 121 |
|
|
2021
Q1 | $228K | Sell |
985
-199
| -17% | -$46.1K | 0.06% | 120 |
|
|
2020
Q4 | $215K | Buy |
+1,184
| New | +$215K | 0.06% | 124 |
|