Blume 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 | $12K | Buy |
31
+15
| +94% | +$5.82K | ﹤0.01% | 268 |
|
|
2025
Q1 | $5.28K | Buy |
16
+3
| +23% | +$989 | ﹤0.01% | 298 |
|
|
2024
Q4 | $4.72K | Hold |
13
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $5.09K | Hold |
13
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $4.33K | Hold |
13
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $4.76K | Hold |
13
| – | – | ﹤0.01% | 275 |
|
|
2023
Q4 | $3.84K | Hold |
13
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $3.55K | Hold |
13
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $3.2K | Buy |
+13
| New | +$3.2K | ﹤0.01% | 288 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$8K | – | 214 |
|
|
2016
Q1 | $8K | Hold |
100
| – | – | 0.01% | 187 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 199 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | 0.01% | 193 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | 0.01% | 194 |
|
|
2015
Q1 | $8K | Sell |
100
-200
| -67% | -$16K | 0.01% | 235 |
|
|
2014
Q4 | $27K | Buy |
+300
| New | +$27K | 0.02% | 178 |
|