XF
XML Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
4,542
+167
| +4% | +$64.8K | 0.15% | 130 |
|
|
2025
Q1 | $1.44M | Buy |
4,375
+74
| +2% | +$24.4K | 0.13% | 140 |
|
|
2024
Q4 | $1.56M | Buy |
4,301
+307
| +8% | +$111K | 0.14% | 134 |
|
|
2024
Q3 | $1.56M | Sell |
3,994
-741
| -16% | -$290K | 0.15% | 137 |
|
|
2024
Q2 | $1.58M | Buy |
4,735
+5
| +0.1% | +$1.67K | 0.16% | 133 |
|
|
2024
Q1 | $1.73M | Sell |
4,730
-2,128
| -31% | -$780K | 0.18% | 123 |
|
|
2023
Q4 | $2.03M | Buy |
6,858
+53
| +0.8% | +$15.7K | 0.21% | 110 |
|
|
2023
Q3 | $1.86M | Buy |
6,805
+7
| +0.1% | +$1.91K | 0.22% | 105 |
|
|
2023
Q2 | $1.67M | Buy |
6,798
+443
| +7% | +$109K | 0.19% | 117 |
|
|
2023
Q1 | $1.45M | Buy |
6,355
+229
| +4% | +$52.4K | 0.18% | 121 |
|
|
2022
Q4 | $1.47M | Buy |
6,126
+1,752
| +40% | +$420K | 0.18% | 119 |
|
|
2022
Q3 | $718K | Buy |
4,374
+869
| +25% | +$143K | 0.1% | 165 |
|
|
2022
Q2 | $627K | Buy |
3,505
+256
| +8% | +$45.8K | 0.14% | 124 |
|
|
2022
Q1 | $724K | Buy |
3,249
+107
| +3% | +$23.8K | 0.09% | 178 |
|
|
2021
Q4 | $650K | Buy |
3,142
+230
| +8% | +$47.6K | 0.08% | 181 |
|
|
2021
Q3 | $559K | Buy |
2,912
+423
| +17% | +$81.2K | 0.07% | 187 |
|
|
2021
Q2 | $542K | Buy |
2,489
+27
| +1% | +$5.88K | 0.12% | 133 |
|
|
2021
Q1 | $570K | Sell |
2,462
-1,734
| -41% | -$401K | 0.14% | 123 |
|
|
2020
Q4 | $764K | Buy |
4,196
+1,355
| +48% | +$247K | 0.2% | 99 |
|
|
2020
Q3 | $424K | Sell |
2,841
-1,377
| -33% | -$206K | 0.13% | 120 |
|
|
2020
Q2 | $534K | Sell |
4,218
-290
| -6% | -$36.7K | 0.19% | 99 |
|
|
2020
Q1 | $523K | Sell |
4,508
-312
| -6% | -$36.2K | 0.23% | 87 |
|
|
2019
Q4 | $712K | Buy |
+4,820
| New | +$712K | 0.26% | 77 |
|