Beech Hill Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,250
-550
| -14% | -$214K | 0.57% | 64 |
|
|
2025
Q1 | $1.25M | Hold |
3,800
| – | – | 0.5% | 64 |
|
|
2024
Q4 | $1.38M | Sell |
3,800
-450
| -11% | -$163K | 0.52% | 59 |
|
|
2024
Q3 | $1.66M | Hold |
4,250
| – | – | 0.63% | 53 |
|
|
2024
Q2 | $1.42M | Sell |
4,250
-100
| -2% | -$33.3K | 0.58% | 53 |
|
|
2024
Q1 | $1.59M | Buy |
4,350
+100
| +2% | +$36.6K | 0.66% | 52 |
|
|
2023
Q4 | $1.26M | Sell |
4,250
-200
| -4% | -$59.1K | 0.61% | 51 |
|
|
2023
Q3 | $1.21M | Hold |
4,450
| – | – | 0.61% | 52 |
|
|
2023
Q2 | $1.09M | Hold |
4,450
| – | – | 0.53% | 53 |
|
|
2023
Q1 | $1.02M | Sell |
4,450
-1,050
| -19% | -$240K | 0.51% | 55 |
|
|
2022
Q4 | $1.32M | Sell |
5,500
-14,205
| -72% | -$3.4M | 0.73% | 49 |
|
|
2022
Q3 | $3.23M | Sell |
19,705
-100
| -0.5% | -$16.4K | 1.85% | 21 |
|
|
2022
Q2 | $3.54M | Sell |
19,805
-50
| -0.3% | -$8.94K | 1.89% | 18 |
|
|
2022
Q1 | $4.42M | Buy |
19,855
+14,355
| +261% | +$3.2M | 1.81% | 17 |
|
|
2021
Q4 | $1.14M | Hold |
5,500
| – | – | 0.43% | 57 |
|
|
2021
Q3 | $1.06M | Hold |
5,500
| – | – | 0.44% | 59 |
|
|
2021
Q2 | $1.2M | Hold |
5,500
| – | – | 0.49% | 57 |
|
|
2021
Q1 | $1.28M | Sell |
5,500
-300
| -5% | -$69.5K | 0.53% | 54 |
|
|
2020
Q4 | $1.06M | Sell |
5,800
-400
| -6% | -$72.8K | 0.47% | 51 |
|
|
2020
Q3 | $925K | Buy |
6,200
+500
| +9% | +$74.6K | 0.46% | 49 |
|
|
2020
Q2 | $721K | Buy |
5,700
+100
| +2% | +$12.6K | 0.37% | 54 |
|
|
2020
Q1 | $650K | Buy |
5,600
+200
| +4% | +$23.2K | 0.44% | 45 |
|
|
2019
Q4 | $797K | Hold |
5,400
| – | – | 0.37% | 45 |
|
|
2019
Q3 | $682K | Hold |
5,400
| – | – | 0.36% | 48 |
|
|
2019
Q2 | $736K | Buy |
5,400
+100
| +2% | +$13.6K | 0.39% | 47 |
|
|
2019
Q1 | $718K | Buy |
5,300
+1,650
| +45% | +$224K | 0.44% | 45 |
|
|
2018
Q4 | $464K | Buy |
3,650
+1,950
| +115% | +$248K | 0.29% | 50 |
|
|
2018
Q3 | $259K | Hold |
1,700
| – | – | 0.13% | 67 |
|
|
2018
Q2 | $231K | Hold |
1,700
| – | – | 0.13% | 68 |
|
|
2018
Q1 | $251K | Sell |
1,700
-150
| -8% | -$22.1K | 0.13% | 66 |
|
|
2017
Q4 | $292K | Sell |
1,850
-200
| -10% | -$31.6K | 0.14% | 70 |
|
|
2017
Q3 | $256K | Sell |
2,050
-50
| -2% | -$6.24K | 0.14% | 69 |
|
|
2017
Q2 | $226K | Buy |
+2,100
| New | +$226K | 0.12% | 79 |
|
|
2017
Q1 | – | Sell |
-2,840
| Closed | -$263K | – | 83 |
|
|
2016
Q4 | $263K | Sell |
2,840
-3,050
| -52% | -$282K | 0.16% | 69 |
|
|
2016
Q3 | $523K | Buy |
5,890
+150
| +3% | +$13.3K | 0.32% | 46 |
|
|
2016
Q2 | $435K | Sell |
5,740
-200
| -3% | -$15.2K | 0.29% | 49 |
|
|
2016
Q1 | $455K | Hold |
5,940
| – | – | 0.36% | 39 |
|
|
2015
Q4 | $404K | Buy |
5,940
+1,900
| +47% | +$129K | 0.26% | 60 |
|
|
2015
Q3 | $264K | Buy |
4,040
+300
| +8% | +$19.6K | 0.17% | 78 |
|
|
2015
Q2 | $317K | Buy |
3,740
+400
| +12% | +$33.9K | 0.16% | 79 |
|
|
2015
Q1 | $267K | Buy |
3,340
+300
| +10% | +$24K | 0.13% | 99 |
|
|
2014
Q4 | $278K | Hold |
3,040
| – | – | 0.14% | 97 |
|
|
2014
Q3 | $301K | Sell |
3,040
-5,750
| -65% | -$569K | 0.14% | 100 |
|
|
2014
Q2 | $955K | Buy |
8,790
+250
| +3% | +$27.2K | 0.42% | 47 |
|
|
2014
Q1 | $849K | Buy |
8,540
+5,500
| +181% | +$547K | 0.4% | 51 |
|
|
2013
Q4 | $276K | Hold |
3,040
| – | – | 0.14% | 111 |
|
|
2013
Q3 | $254K | Sell |
3,040
-28,500
| -90% | -$2.38M | 0.14% | 112 |
|
|
2013
Q2 | $2.6M | Buy |
+31,540
| New | +$2.6M | 1.47% | 31 |
|