Atwater Malick’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
42,840
+100
| +0.2% | +$38.8K | 5.27% | 4 |
|
|
2025
Q1 | $14.1M | Buy |
42,740
+514
| +1% | +$170K | 4.77% | 5 |
|
|
2024
Q4 | $15.3M | Sell |
42,226
-715
| -2% | -$259K | 5.13% | 4 |
|
|
2024
Q3 | $16.8M | Buy |
42,941
+50
| +0.1% | +$19.6K | 5.41% | 4 |
|
|
2024
Q2 | $14.3M | Buy |
42,891
+212
| +0.5% | +$70.6K | 4.92% | 6 |
|
|
2024
Q1 | $15.6M | Buy |
42,679
+213
| +0.5% | +$78K | 5.51% | 3 |
|
|
2023
Q4 | $12.6M | Buy |
42,466
+451
| +1% | +$133K | 4.92% | 4 |
|
|
2023
Q3 | $11.5M | Buy |
42,015
+172
| +0.4% | +$47K | 5.05% | 3 |
|
|
2023
Q2 | $10.3M | Buy |
41,843
+985
| +2% | +$242K | 4.4% | 6 |
|
|
2023
Q1 | $9.35M | Sell |
40,858
-293
| -0.7% | -$67.1K | 4.38% | 6 |
|
|
2022
Q4 | $9.86M | Buy |
41,151
+354
| +0.9% | +$84.8K | 4.86% | 3 |
|
|
2022
Q3 | $6.69M | Buy |
40,797
+1,159
| +3% | +$190K | 3.74% | 14 |
|
|
2022
Q2 | $7.09M | Buy |
39,638
+688
| +2% | +$123K | 3.73% | 12 |
|
|
2022
Q1 | $8.68M | Buy |
38,950
+810
| +2% | +$180K | 4.19% | 6 |
|
|
2021
Q4 | $7.89M | Buy |
38,140
+793
| +2% | +$164K | 3.66% | 10 |
|
|
2021
Q3 | $7.17M | Buy |
37,347
+1,134
| +3% | +$218K | 3.79% | 10 |
|
|
2021
Q2 | $7.88M | Buy |
36,213
+1,452
| +4% | +$316K | 4.36% | 6 |
|
|
2021
Q1 | $8.06M | Sell |
34,761
-2,248
| -6% | -$521K | 4.95% | 3 |
|
|
2020
Q4 | $6.74M | Buy |
37,009
+131
| +0.4% | +$23.8K | 4.23% | 6 |
|
|
2020
Q3 | $5.5M | Buy |
36,878
+809
| +2% | +$121K | 3.85% | 12 |
|
|
2020
Q2 | $4.56M | Buy |
36,069
+1,117
| +3% | +$141K | 3.59% | 15 |
|
|
2020
Q1 | $4.06M | Buy |
34,952
+836
| +2% | +$97K | 3.89% | 13 |
|
|
2019
Q4 | $5.04M | Buy |
34,116
+1,255
| +4% | +$185K | 4.01% | 9 |
|
|
2019
Q3 | $4.15M | Buy |
32,861
+1,701
| +5% | +$215K | 3.49% | 14 |
|
|
2019
Q2 | $4.25M | Buy |
31,160
+1,163
| +4% | +$159K | 3.9% | 14 |
|
|
2019
Q1 | $4.06M | Buy |
29,997
+1,108
| +4% | +$150K | 3.98% | 13 |
|
|
2018
Q4 | $3.67M | Buy |
+28,889
| New | +$3.67M | 4.11% | 12 |
|