Boyd Watterson Asset 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
Q2 | $4.18M | Buy |
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|
2025
Q1 | $3.54M | Hold |
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|
2024
Q4 | $3.89M | Sell |
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|
2024
Q3 | $4.2M | Sell |
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|
2024
Q2 | $3.58M | Hold |
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|
2024
Q1 | $3.93M | Sell |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $2.95M | Hold |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $2.59M | Hold |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $664K | Hold |
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|
2020
Q1 | $609K | Hold |
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|
2019
Q4 | $776K | Hold |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $717K | Buy |
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|
2019
Q1 | $713K | Sell |
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|
2018
Q4 | $675K | Sell |
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|
2018
Q3 | $954K | Buy |
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|
2018
Q2 | $848K | Hold |
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|
2018
Q1 | $921K | Buy |
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|
2017
Q4 | $849K | Sell |
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|
2017
Q3 | $673K | Hold |
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|
2017
Q2 | $580K | Hold |
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|
2017
Q1 | $501K | Hold |
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|
2016
Q4 | $501K | Sell |
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|
2016
Q3 | $487K | Hold |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $446K | Hold |
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|
2015
Q4 | $396K | Hold |
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|
2015
Q3 | $381K | Hold |
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|
2015
Q2 | $495K | Hold |
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|
2015
Q1 | $467K | Hold |
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|
2014
Q4 | $534K | Hold |
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|
2014
Q3 | $577K | Sell |
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|
2014
Q2 | $699K | Hold |
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|
2014
Q1 | $639K | Hold |
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|
2013
Q4 | $584K | Sell |
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|
2013
Q3 | $588K | Sell |
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|
2013
Q2 | $606K | Buy |
|