Anchor Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
13,186
+314
| +2% | +$122K | 0.45% | 57 |
|
|
2025
Q1 | $4.25M | Sell |
12,872
-980
| -7% | -$323K | 0.4% | 66 |
|
|
2024
Q4 | $5.02M | Buy |
13,852
+535
| +4% | +$194K | 0.47% | 56 |
|
|
2024
Q3 | $5.21M | Buy |
13,317
+376
| +3% | +$147K | 0.49% | 53 |
|
|
2024
Q2 | $4.31M | Buy |
12,941
+489
| +4% | +$163K | 0.44% | 58 |
|
|
2024
Q1 | $4.56M | Sell |
12,452
-1,420
| -10% | -$520K | 0.48% | 58 |
|
|
2023
Q4 | $4.1M | Buy |
13,872
+186
| +1% | +$55K | 0.47% | 58 |
|
|
2023
Q3 | $3.74M | Buy |
13,686
+44
| +0.3% | +$12K | 0.49% | 54 |
|
|
2023
Q2 | $3.36M | Buy |
13,642
+3,179
| +30% | +$782K | 0.43% | 63 |
|
|
2023
Q1 | $2.39M | Buy |
10,463
+451
| +5% | +$103K | 0.33% | 85 |
|
|
2022
Q4 | $2.4M | Buy |
10,012
+920
| +10% | +$220K | 0.34% | 82 |
|
|
2022
Q3 | $1.49M | Sell |
9,092
-1,384
| -13% | -$227K | 0.23% | 113 |
|
|
2022
Q2 | $1.87M | Sell |
10,476
-1,559
| -13% | -$279K | 0.27% | 94 |
|
|
2022
Q1 | $2.68M | Buy |
12,035
+2,342
| +24% | +$522K | 0.34% | 82 |
|
|
2021
Q4 | $2M | Buy |
9,693
+488
| +5% | +$101K | 0.25% | 100 |
|
|
2021
Q3 | $1.77M | Buy |
9,205
+457
| +5% | +$87.7K | 0.25% | 101 |
|
|
2021
Q2 | $1.9M | Buy |
8,748
+580
| +7% | +$126K | 0.26% | 98 |
|
|
2021
Q1 | $1.89M | Buy |
8,168
+5,172
| +173% | +$1.2M | 0.29% | 89 |
|
|
2020
Q4 | $545K | Buy |
2,996
+326
| +12% | +$59.3K | 0.1% | 177 |
|
|
2020
Q3 | $398K | Buy |
2,670
+1,300
| +95% | +$194K | 0.08% | 185 |
|
|
2020
Q2 | $173K | Sell |
1,370
-100
| -7% | -$12.7K | 0.04% | 292 |
|
|
2020
Q1 | $171K | Sell |
1,470
-100
| -6% | -$11.6K | 0.04% | 273 |
|
|
2019
Q4 | $232K | Hold |
1,570
| – | – | 0.05% | 274 |
|
|
2019
Q3 | $198K | Sell |
1,570
-1,440
| -48% | -$182K | 0.05% | 294 |
|
|
2019
Q2 | $410K | Sell |
3,010
-540
| -15% | -$73.6K | 0.1% | 191 |
|
|
2019
Q1 | $481K | Hold |
3,550
| – | – | 0.12% | 174 |
|
|
2018
Q4 | $451K | Sell |
3,550
-560
| -14% | -$71.2K | 0.13% | 169 |
|
|
2018
Q3 | $627K | Hold |
4,110
| – | – | 0.14% | 157 |
|
|
2018
Q2 | $558K | Buy |
4,110
+395
| +11% | +$53.6K | 0.14% | 164 |
|
|
2018
Q1 | $548K | Buy |
3,715
+214
| +6% | +$31.5K | 0.14% | 161 |
|
|
2017
Q4 | $552K | Buy |
3,501
+1,271
| +57% | +$200K | 0.15% | 159 |
|
|
2017
Q3 | $278K | Buy |
2,230
+1,655
| +288% | +$206K | 0.08% | 235 |
|
|
2017
Q2 | $61.8K | Hold |
575
| – | – | 0.02% | 381 |
|
|
2017
Q1 | $53.3K | Hold |
575
| – | – | 0.02% | 390 |
|
|
2016
Q4 | $53.3K | Sell |
575
-1,645
| -74% | -$153K | 0.02% | 376 |
|
|
2016
Q3 | $197K | Sell |
2,220
-135
| -6% | -$12K | 0.08% | 222 |
|
|
2016
Q2 | $179K | Sell |
2,355
-260
| -10% | -$19.7K | 0.07% | 226 |
|
|
2016
Q1 | $200K | Buy |
+2,615
| New | +$200K | 0.08% | 207 |
|