Beese Fulmer Investment 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 | $6.62M | Buy |
17,054
+850
| +5% | +$330K | 0.49% | 54 |
|
|
2025
Q1 | $5.34M | Sell |
16,204
-5
| -0% | -$1.65K | 0.46% | 56 |
|
|
2024
Q4 | $5.88M | Buy |
16,209
+53
| +0.3% | +$19.2K | 0.5% | 55 |
|
|
2024
Q3 | $6.32M | Sell |
16,156
-328
| -2% | -$128K | 0.54% | 55 |
|
|
2024
Q2 | $5.49M | Sell |
16,484
-114
| -0.7% | -$38K | 0.5% | 56 |
|
|
2024
Q1 | $6.08M | Sell |
16,598
-841
| -5% | -$308K | 0.57% | 55 |
|
|
2023
Q4 | $5.16M | Sell |
17,439
-320
| -2% | -$94.6K | 0.53% | 55 |
|
|
2023
Q3 | $4.85M | Sell |
17,759
-2
| -0% | -$546 | 0.55% | 56 |
|
|
2023
Q2 | $4.37M | Sell |
17,761
-295
| -2% | -$72.6K | 0.47% | 60 |
|
|
2023
Q1 | $4.13M | Buy |
18,056
+278
| +2% | +$63.6K | 0.47% | 59 |
|
|
2022
Q4 | $4.26M | Sell |
17,778
-173
| -1% | -$41.4K | 0.51% | 58 |
|
|
2022
Q3 | $2.95M | Sell |
17,951
-382
| -2% | -$62.7K | 0.4% | 68 |
|
|
2022
Q2 | $3.28M | Sell |
18,333
-824
| -4% | -$147K | 0.42% | 64 |
|
|
2022
Q1 | $4.27M | Sell |
19,157
-688
| -3% | -$153K | 0.46% | 61 |
|
|
2021
Q4 | $4.1M | Buy |
19,845
+429
| +2% | +$88.7K | 0.43% | 67 |
|
|
2021
Q3 | $3.73M | Sell |
19,416
-74
| -0.4% | -$14.2K | 0.42% | 66 |
|
|
2021
Q2 | $4.24M | Sell |
19,490
-249
| -1% | -$54.2K | 0.48% | 60 |
|
|
2021
Q1 | $4.58M | Sell |
19,739
-556
| -3% | -$129K | 0.55% | 58 |
|
|
2020
Q4 | $3.69M | Sell |
20,295
-19
| -0.1% | -$3.46K | 0.47% | 63 |
|
|
2020
Q3 | $3.03M | Sell |
20,314
-1,001
| -5% | -$149K | 0.43% | 66 |
|
|
2020
Q2 | $2.7M | Sell |
21,315
-973
| -4% | -$123K | 0.4% | 72 |
|
|
2020
Q1 | $2.59M | Sell |
22,288
-98
| -0.4% | -$11.4K | 0.46% | 69 |
|
|
2019
Q4 | $3.31M | Buy |
22,386
+181
| +0.8% | +$26.7K | 0.46% | 71 |
|
|
2019
Q3 | $2.81M | Buy |
22,205
+19,286
| +661% | +$2.44M | 0.42% | 72 |
|
|
2019
Q2 | $398K | Buy |
2,919
+20
| +0.7% | +$2.73K | 0.08% | 120 |
|
|
2019
Q1 | $393K | Sell |
2,899
-25
| -0.9% | -$3.39K | 0.08% | 120 |
|
|
2018
Q4 | $372K | Hold |
2,924
| – | – | 0.08% | 116 |
|
|
2018
Q3 | $446K | Buy |
2,924
+100
| +4% | +$15.3K | 0.09% | 115 |
|
|
2018
Q2 | $383K | Hold |
2,824
| – | – | 0.08% | 121 |
|
|
2018
Q1 | $416K | Hold |
2,824
| – | – | 0.09% | 115 |
|
|
2017
Q4 | $445K | Hold |
2,824
| – | – | 0.1% | 116 |
|
|
2017
Q3 | $352K | Buy |
2,824
+125
| +5% | +$15.6K | 0.08% | 122 |
|
|
2017
Q2 | $290K | Hold |
2,699
| – | – | 0.07% | 136 |
|
|
2017
Q1 | $250K | Hold |
2,699
| – | – | 0.06% | 149 |
|
|
2016
Q4 | $250K | Sell |
2,699
-300
| -10% | -$27.8K | 0.06% | 141 |
|
|
2016
Q3 | $266K | Buy |
+2,999
| New | +$266K | 0.07% | 133 |
|
|
2015
Q1 | – | Sell |
-2,909
| Closed | -$266K | – | 137 |
|
|
2014
Q4 | $266K | Hold |
2,909
| – | – | 0.08% | 127 |
|
|
2014
Q3 | $288K | Hold |
2,909
| – | – | 0.09% | 128 |
|
|
2014
Q2 | $316K | Hold |
2,909
| – | – | 0.1% | 124 |
|
|
2014
Q1 | $289K | Sell |
2,909
-50
| -2% | -$4.97K | 0.1% | 123 |
|
|
2013
Q4 | $269K | Buy |
2,959
+284
| +11% | +$25.8K | 0.1% | 126 |
|
|
2013
Q3 | $223K | Buy |
+2,675
| New | +$223K | 0.09% | 130 |
|