Becker Capital 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 | $2.7M | Sell |
6,956
-580
| -8% | -$225K | 0.08% | 121 |
|
|
2025
Q1 | $2.49M | Sell |
7,536
-259
| -3% | -$85.4K | 0.08% | 127 |
|
|
2024
Q4 | $2.83M | Sell |
7,795
-389
| -5% | -$141K | 0.09% | 123 |
|
|
2024
Q3 | $3.2M | Sell |
8,184
-200
| -2% | -$78.2K | 0.1% | 122 |
|
|
2024
Q2 | $2.79M | Sell |
8,384
-228
| -3% | -$75.9K | 0.1% | 119 |
|
|
2024
Q1 | $3.16M | Sell |
8,612
-239
| -3% | -$87.6K | 0.11% | 115 |
|
|
2023
Q4 | $2.62M | Sell |
8,851
-314
| -3% | -$92.8K | 0.09% | 118 |
|
|
2023
Q3 | $2.5M | Sell |
9,165
-449
| -5% | -$123K | 0.1% | 117 |
|
|
2023
Q2 | $2.37M | Sell |
9,614
-19,485
| -67% | -$4.79M | 0.09% | 120 |
|
|
2023
Q1 | $6.66M | Sell |
29,099
-1,308
| -4% | -$299K | 0.26% | 87 |
|
|
2022
Q4 | $7.28M | Sell |
30,407
-15,420
| -34% | -$3.69M | 0.34% | 79 |
|
|
2022
Q3 | $7.52M | Sell |
45,827
-1,221
| -3% | -$200K | 0.39% | 76 |
|
|
2022
Q2 | $8.41M | Sell |
47,048
-5,372
| -10% | -$960K | 0.41% | 72 |
|
|
2022
Q1 | $11.7M | Buy |
52,420
+76
| +0.1% | +$16.9K | 0.47% | 73 |
|
|
2021
Q4 | $10.8M | Buy |
52,344
+1,342
| +3% | +$277K | 0.43% | 72 |
|
|
2021
Q3 | $9.79M | Sell |
51,002
-311
| -0.6% | -$59.7K | 0.41% | 75 |
|
|
2021
Q2 | $11.2M | Buy |
51,313
+1,255
| +3% | +$273K | 0.47% | 70 |
|
|
2021
Q1 | $11.6M | Buy |
50,058
+306
| +0.6% | +$71K | 0.52% | 63 |
|
|
2020
Q4 | $9.06M | Sell |
49,752
-962
| -2% | -$175K | 0.45% | 68 |
|
|
2020
Q3 | $7.56M | Buy |
50,714
+625
| +1% | +$93.2K | 0.42% | 68 |
|
|
2020
Q2 | $6.34M | Sell |
50,089
-19,448
| -28% | -$2.46M | 0.36% | 75 |
|
|
2020
Q1 | $8.07M | Sell |
69,537
-24,360
| -26% | -$2.83M | 0.49% | 67 |
|
|
2019
Q4 | $13.9M | Buy |
93,897
+535
| +0.6% | +$79K | 0.49% | 73 |
|
|
2019
Q3 | $11.8M | Buy |
93,362
+3,595
| +4% | +$454K | 0.45% | 73 |
|
|
2019
Q2 | $12.2M | Buy |
89,767
+9,645
| +12% | +$1.31M | 0.44% | 71 |
|
|
2019
Q1 | $10.9M | Buy |
+80,122
| New | +$10.9M | 0.4% | 76 |
|