Baldwin Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $2.83M | Sell |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.35M | Hold |
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|
2024
Q1 | $3.68M | Buy |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.23M | Sell |
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|
2022
Q3 | $1.53K | Buy |
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|
2022
Q2 | $1.58K | Sell |
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|
2022
Q1 | $2.02K | Sell |
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|
2021
Q4 | $1.91K | Buy |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $441K | Sell |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $540K | Sell |
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|
2019
Q2 | $596K | Buy |
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|
2019
Q1 | $579K | Hold |
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|
2018
Q4 | $543K | Hold |
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|
2018
Q3 | $652K | Hold |
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|
2018
Q2 | $580K | Buy |
|