Beese Fulmer 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
Q3 | $7.96M | Sell |
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|
2025
Q2 | $6.62M | Buy |
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|
2025
Q1 | $5.34M | Sell |
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|
2024
Q4 | $5.88M | Buy |
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|
2024
Q3 | $6.32M | Sell |
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|
2024
Q2 | $5.49M | Sell |
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|
2024
Q1 | $6.08M | Sell |
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|
2023
Q4 | $5.16M | Sell |
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|
2023
Q3 | $4.85M | Sell |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $4.13M | Buy |
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|
2022
Q4 | $4.26M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $4.27M | Sell |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $3.73M | Sell |
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|
2021
Q2 | $4.24M | Sell |
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|
2021
Q1 | $4.58M | Sell |
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|
2020
Q4 | $3.69M | Sell |
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|
2020
Q3 | $3.03M | Sell |
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|
2020
Q2 | $2.7M | Sell |
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|
2020
Q1 | $2.59M | Sell |
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|
2019
Q4 | $3.31M | Buy |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $393K | Sell |
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|
2018
Q4 | $372K | Hold |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $383K | Hold |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $445K | Hold |
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|
2017
Q3 | $352K | Buy |
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|
2017
Q2 | $290K | Hold |
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|
2017
Q1 | $250K | Hold |
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|
2016
Q4 | $250K | Sell |
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|
2016
Q3 | $266K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $266K | Hold |
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|
2014
Q3 | $288K | Hold |
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|
2014
Q2 | $316K | Hold |
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|
2014
Q1 | $289K | Sell |
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|
2013
Q4 | $269K | Buy |
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|
2013
Q3 | $223K | Buy |
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