Blue Edge Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
13,468
-455
| -3% | -$177K | 0.78% | 34 |
|
|
2025
Q1 | $4.59M | Buy |
13,923
+42
| +0.3% | +$13.9K | 0.74% | 37 |
|
|
2024
Q4 | $5.04M | Buy |
13,881
+375
| +3% | +$136K | 0.79% | 37 |
|
|
2024
Q3 | $5.28M | Buy |
13,506
+499
| +4% | +$195K | 0.82% | 35 |
|
|
2024
Q2 | $4.33M | Sell |
13,007
-12
| -0.1% | -$4K | 0.72% | 41 |
|
|
2024
Q1 | $4.77M | Buy |
13,019
+8
| +0.1% | +$2.93K | 0.8% | 37 |
|
|
2023
Q4 | $3.85M | Sell |
13,011
-664
| -5% | -$196K | 0.73% | 44 |
|
|
2023
Q3 | $3.73M | Sell |
13,675
-201
| -1% | -$54.9K | 0.78% | 37 |
|
|
2023
Q2 | $3.41M | Sell |
13,876
-93
| -0.7% | -$22.9K | 0.69% | 40 |
|
|
2023
Q1 | $3.2M | Hold |
13,969
| – | – | 0.69% | 42 |
|
|
2022
Q4 | $3.35M | Buy |
13,969
+93
| +0.7% | +$22.3K | 0.76% | 40 |
|
|
2022
Q3 | $2.28M | Buy |
13,876
+157
| +1% | +$25.8K | 0.56% | 48 |
|
|
2022
Q2 | $2.45M | Sell |
13,719
-118
| -0.9% | -$21.1K | 0.57% | 51 |
|
|
2022
Q1 | $3.08M | Buy |
13,837
+30
| +0.2% | +$6.69K | 0.62% | 50 |
|
|
2021
Q4 | $2.85M | Hold |
13,807
| – | – | 0.55% | 50 |
|
|
2021
Q3 | $2.65M | Hold |
13,807
| – | – | 0.55% | 48 |
|
|
2021
Q2 | $3M | Sell |
13,807
-28
| -0.2% | -$6.09K | 0.62% | 47 |
|
|
2021
Q1 | $3.21M | Buy |
13,835
+266
| +2% | +$61.7K | 0.71% | 40 |
|
|
2020
Q4 | $2.47M | Buy |
13,569
+197
| +1% | +$35.9K | 0.6% | 47 |
|
|
2020
Q3 | $1.99M | Sell |
13,372
-244
| -2% | -$36.4K | 0.54% | 45 |
|
|
2020
Q2 | $1.72M | Buy |
13,616
+1,977
| +17% | +$250K | 0.52% | 48 |
|
|
2020
Q1 | $1.35M | Buy |
11,639
+2,857
| +33% | +$332K | 0.49% | 46 |
|
|
2019
Q4 | $1.3M | Sell |
8,782
-2,600
| -23% | -$384K | 0.41% | 50 |
|
|
2019
Q3 | $1.44M | Sell |
11,382
-86
| -0.7% | -$10.9K | 0.49% | 44 |
|
|
2019
Q2 | $1.56M | Buy |
11,468
+2,668
| +30% | +$364K | 0.55% | 43 |
|
|
2019
Q1 | $1.19M | Hold |
8,800
| – | – | 0.45% | 48 |
|
|
2018
Q4 | $1.12M | Sell |
8,800
-200
| -2% | -$25.4K | 0.48% | 51 |
|
|
2018
Q3 | $1.37M | Buy |
9,000
+4
| +0% | +$610 | 0.51% | 51 |
|
|
2018
Q2 | $1.22M | Buy |
8,996
+120
| +1% | +$16.3K | 0.49% | 50 |
|
|
2018
Q1 | $1.31M | Sell |
8,876
-141
| -2% | -$20.8K | 0.53% | 51 |
|
|
2017
Q4 | $1.42M | Buy |
9,017
+103
| +1% | +$16.2K | 0.57% | 48 |
|
|
2017
Q3 | $1.11M | Sell |
8,914
-341
| -4% | -$42.5K | 0.51% | 54 |
|
|
2017
Q2 | $995K | Buy |
9,255
+314
| +4% | +$33.7K | 0.47% | 56 |
|
|
2017
Q1 | $829K | Sell |
8,941
-153
| -2% | -$14.2K | 0.42% | 60 |
|
|
2016
Q4 | $843K | Hold |
9,094
| – | – | 0.47% | 59 |
|
|
2016
Q3 | $807K | Buy |
+9,094
| New | +$807K | 0.44% | 63 |
|