Boltwood Capital Management’s Caterpillar CAT Stock Holding History

Boltwood Capital Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.19M	Buy	8,211 +16	+0.2%	+$6.21K	0.91%	28
2025 Q1	$2.7M	Sell	8,195 -40	-0.5%	-$13.2K	0.82%	32
2024 Q4	$2.99M	Sell	8,235 -2	-0%	-$726	0.91%	30
2024 Q3	$3.22M	Sell	8,237 -19	-0.2%	-$7.43K	0.95%	27
2024 Q2	$2.75M	Sell	8,256 -23	-0.3%	-$7.66K	0.86%	33
2024 Q1	$3.03M	Sell	8,279 -149	-2%	-$54.6K	0.94%	29
2023 Q4	$2.49M	Buy	8,428 +42	+0.5%	+$12.4K	0.83%	35
2023 Q3	$2.29M	Sell	8,386 -102	-1%	-$27.8K	0.85%	33
2023 Q2	$2.09M	Sell	8,488 -59	-0.7%	-$14.5K	0.75%	38
2023 Q1	$1.96M	Buy	8,547 +60	+0.7%	+$13.7K	0.73%	38
2022 Q4	$2.03M	Sell	8,487 -20	-0.2%	-$4.79K	0.83%	37
2022 Q3	$1.4M	Sell	8,507 -2,451	-22%	-$402K	0.64%	45
2022 Q2	$1.96M	Sell	10,958 -150	-1%	-$26.8K	0.85%	36
2022 Q1	$2.48M	Sell	11,108 -139	-1%	-$31K	0.96%	33
2021 Q4	$2.33M	Buy	11,247 +200	+2%	+$41.3K	0.86%	36
2021 Q3	$2.12M	Buy	11,047 +763	+7%	+$146K	0.86%	36
2021 Q2	$2.24M	Buy	10,284 +105	+1%	+$22.9K	0.93%	35
2021 Q1	$2.36M	Sell	10,179 -95	-0.9%	-$22K	1.05%	28
2020 Q4	$1.87M	Sell	10,274 -495	-5%	-$90.1K	0.91%	37
2020 Q3	$1.61M	Buy	10,769 +35	+0.3%	+$5.22K	0.9%	39
2020 Q2	$1.36M	Hold	10,734	–	–	0.82%	42
2020 Q1	$1.25M	Sell	10,734 -5	-0%	-$580	0.88%	39
2019 Q4	$1.59M	Buy	10,739 +180	+2%	+$26.6K	0.89%	37
2019 Q3	$1.33M	Buy	10,559 +3,510	+50%	+$443K	0.84%	40
2019 Q2	$961K	Hold	7,049	–	–	0.61%	54
2019 Q1	$955K	Sell	7,049 -1,200	-15%	-$163K	0.62%	57
2018 Q4	$1.05M	Hold	8,249	–	–	0.72%	46
2018 Q3	$1.26M	Hold	8,249	–	–	0.75%	44
2018 Q2	$1.12M	Sell	8,249 -300	-4%	-$40.7K	0.73%	48
2018 Q1	$1.26M	Sell	8,549 -800	-9%	-$118K	0.86%	40
2017 Q4	$1.47M	Hold	9,349	–	–	0.9%	38
2017 Q3	$1.17M	Sell	9,349 -225	-2%	-$28K	0.76%	42
2017 Q2	$1.03M	Hold	9,574	–	–	0.7%	48
2017 Q1	$888K	Sell	9,574 -175	-2%	-$16.2K	0.62%	56
2016 Q4	$904K	Hold	9,749	–	–	0.69%	48
2016 Q3	$865K	Hold	9,749	–	–	0.69%	49
2016 Q2	$739K	Hold	9,749	–	–	0.61%	59
2016 Q1	$746K	Sell	9,749 -11,385	-54%	-$871K	0.66%	53
2015 Q4	$1.43M	Buy	21,134 +175	+0.8%	+$11.8K	1.31%	23
2015 Q3	$1.37M	Sell	20,959 -150	-0.7%	-$9.81K	1.46%	22
2015 Q2	$1.79M	Buy	21,109 +75	+0.4%	+$6.36K	1.76%	17
2015 Q1	$1.68M	Buy	21,034 +10,000	+91%	+$800K	0.49%	42
2014 Q4	$1.01M	Hold	11,034	–	–	0.29%	55
2014 Q3	$1.09M	Hold	11,034	–	–	0.32%	53
2014 Q2	$1.2M	Hold	11,034	–	–	0.35%	52
2014 Q1	$1.1M	Sell	11,034 -100	-0.9%	-$9.93K	0.34%	51
2013 Q4	$1.01M	Hold	11,134	–	–	0.33%	51
2013 Q3	$929K	Buy	11,134 +300	+3%	+$25K	0.34%	48
2013 Q2	$894K	Buy	+10,834	New	+$894K	0.37%	49