YHB Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
1,694
+2
| +0.1% | +$776 | 0.05% | 192 |
|
|
2025
Q1 | $558K | Buy |
1,692
+26
| +2% | +$8.58K | 0.05% | 195 |
|
|
2024
Q4 | $604K | Sell |
1,666
-50
| -3% | -$18.1K | 0.05% | 188 |
|
|
2024
Q3 | $671K | Sell |
1,716
-50
| -3% | -$19.6K | 0.06% | 177 |
|
|
2024
Q2 | $588K | Buy |
1,766
+72
| +4% | +$24K | 0.05% | 184 |
|
|
2024
Q1 | $621K | Buy |
1,694
+2
| +0.1% | +$733 | 0.06% | 180 |
|
|
2023
Q4 | $500K | Buy |
1,692
+1
| +0.1% | +$296 | 0.05% | 190 |
|
|
2023
Q3 | $462K | Buy |
1,691
+2
| +0.1% | +$546 | 0.04% | 194 |
|
|
2023
Q2 | $416K | Sell |
1,689
-48
| -3% | -$11.8K | 0.04% | 202 |
|
|
2023
Q1 | $397K | Sell |
1,737
-19
| -1% | -$4.35K | 0.04% | 201 |
|
|
2022
Q4 | $421K | Buy |
1,756
+15
| +0.9% | +$3.59K | 0.04% | 193 |
|
|
2022
Q3 | $286K | Buy |
1,741
+2
| +0.1% | +$329 | 0.03% | 226 |
|
|
2022
Q2 | $311K | Sell |
1,739
-199
| -10% | -$35.6K | 0.03% | 221 |
|
|
2022
Q1 | $432K | Buy |
1,938
+202
| +12% | +$45K | 0.04% | 204 |
|
|
2021
Q4 | $359K | Buy |
1,736
+121
| +7% | +$25K | 0.03% | 236 |
|
|
2021
Q3 | $310K | Sell |
1,615
-118
| -7% | -$22.7K | 0.03% | 242 |
|
|
2021
Q2 | $377K | Buy |
1,733
+1
| +0.1% | +$218 | 0.03% | 226 |
|
|
2021
Q1 | $404K | Buy |
1,732
+323
| +23% | +$75.3K | 0.04% | 212 |
|
|
2020
Q4 | $256K | Buy |
1,409
+21
| +2% | +$3.82K | 0.02% | 249 |
|
|
2020
Q3 | $207K | Buy |
+1,388
| New | +$207K | 0.02% | 251 |
|
|
2018
Q4 | – | Sell |
-1,552
| Closed | -$237K | – | 181 |
|
|
2018
Q3 | $237K | Hold |
1,552
| – | – | 0.04% | 176 |
|
|
2018
Q2 | $211K | Sell |
1,552
-85
| -5% | -$11.6K | 0.03% | 180 |
|
|
2018
Q1 | $241K | Buy |
1,637
+185
| +13% | +$27.2K | 0.04% | 170 |
|
|
2017
Q4 | $229K | Buy |
+1,452
| New | +$229K | 0.04% | 175 |
|
|
2016
Q2 | – | Sell |
-4,865
| Closed | -$372K | – | 166 |
|
|
2016
Q1 | $372K | Sell |
4,865
-5,040
| -51% | -$385K | 0.1% | 122 |
|
|
2015
Q4 | $673K | Sell |
9,905
-8,185
| -45% | -$556K | 0.15% | 113 |
|
|
2015
Q3 | $1.18M | Sell |
18,090
-2,780
| -13% | -$182K | 0.28% | 93 |
|
|
2015
Q2 | $1.77M | Buy |
20,870
+590
| +3% | +$50K | 0.39% | 76 |
|
|
2015
Q1 | $1.62M | Buy |
20,280
+1,385
| +7% | +$111K | 0.36% | 78 |
|
|
2014
Q4 | $1.73M | Buy |
18,895
+335
| +2% | +$30.7K | 0.4% | 79 |
|
|
2014
Q3 | $1.84M | Buy |
18,560
+400
| +2% | +$39.6K | 0.44% | 72 |
|
|
2014
Q2 | $1.97M | Buy |
18,160
+740
| +4% | +$80.4K | 0.48% | 69 |
|
|
2014
Q1 | $1.73M | Buy |
17,420
+1,145
| +7% | +$114K | 0.44% | 76 |
|
|
2013
Q4 | $1.48M | Sell |
16,275
-320
| -2% | -$29.1K | 0.4% | 77 |
|
|
2013
Q3 | $1.38M | Buy |
16,595
+10
| +0.1% | +$834 | 0.41% | 80 |
|
|
2013
Q2 | $1.37M | Buy |
+16,585
| New | +$1.37M | 0.43% | 75 |
|