Beddow 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 | $233K | Sell |
600
-375
| -38% | -$146K | 0.09% | 51 |
|
|
2025
Q1 | $322K | Hold |
975
| – | – | 0.12% | 46 |
|
|
2024
Q4 | $354K | Sell |
975
-75
| -7% | -$27.2K | 0.15% | 49 |
|
|
2024
Q3 | $411K | Hold |
1,050
| – | – | 0.17% | 47 |
|
|
2024
Q2 | $350K | Hold |
1,050
| – | – | 0.15% | 49 |
|
|
2024
Q1 | $385K | Hold |
1,050
| – | – | 0.17% | 46 |
|
|
2023
Q4 | $310K | Hold |
1,050
| – | – | 0.14% | 49 |
|
|
2023
Q3 | $287K | Hold |
1,050
| – | – | 0.14% | 47 |
|
|
2023
Q2 | $258K | Sell |
1,050
-40
| -4% | -$9.83K | 0.13% | 48 |
|
|
2023
Q1 | $249K | Hold |
1,090
| – | – | 0.12% | 49 |
|
|
2022
Q4 | $261K | Buy |
+1,090
| New | +$261K | 0.13% | 47 |
|
|
2022
Q2 | – | Sell |
-1,580
| Closed | -$352K | – | 50 |
|
|
2022
Q1 | $352K | Sell |
1,580
-35
| -2% | -$7.8K | 0.19% | 45 |
|
|
2021
Q4 | $334K | Hold |
1,615
| – | – | 0.19% | 43 |
|
|
2021
Q3 | $310K | Buy |
1,615
+375
| +30% | +$72K | 0.19% | 44 |
|
|
2021
Q2 | $270K | Sell |
1,240
-50
| -4% | -$10.9K | 0.16% | 50 |
|
|
2021
Q1 | $299K | Hold |
1,290
| – | – | 0.19% | 45 |
|
|
2020
Q4 | $235K | Buy |
+1,290
| New | +$235K | 0.16% | 50 |
|
|
2017
Q1 | – | Sell |
-24,725
| Closed | -$2.29M | – | 41 |
|
|
2016
Q4 | $2.29M | Sell |
24,725
-17,395
| -41% | -$1.61M | 0.91% | 32 |
|
|
2016
Q3 | $3.74M | Sell |
42,120
-810
| -2% | -$71.9K | 1.53% | 29 |
|
|
2016
Q2 | $3.26M | Sell |
42,930
-315
| -0.7% | -$23.9K | 1.35% | 29 |
|
|
2016
Q1 | $3.31M | Buy |
43,245
+11,260
| +35% | +$862K | 1.48% | 28 |
|
|
2015
Q4 | $2.17M | Buy |
31,985
+1,745
| +6% | +$119K | 0.96% | 29 |
|
|
2015
Q3 | $1.98M | Buy |
+30,240
| New | +$1.98M | 0.83% | 31 |
|