Charter Research & Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
4,450
| – | – | 1.29% | 23 |
|
|
2025
Q1 | $1.47M | Hold |
4,450
| – | – | 1.12% | 27 |
|
|
2024
Q4 | $1.61M | Hold |
4,450
| – | – | 1.23% | 25 |
|
|
2024
Q3 | $1.74M | Hold |
4,450
| – | – | 1.28% | 24 |
|
|
2024
Q2 | $1.48M | Hold |
4,450
| – | – | 1.17% | 26 |
|
|
2024
Q1 | $1.63M | Sell |
4,450
-283
| -6% | -$104K | 1.29% | 24 |
|
|
2023
Q4 | $1.4M | Hold |
4,733
| – | – | 1.16% | 28 |
|
|
2023
Q3 | $1.29M | Hold |
4,733
| – | – | 1.16% | 28 |
|
|
2023
Q2 | $1.16M | Hold |
4,733
| – | – | 0.97% | 30 |
|
|
2023
Q1 | $1.08M | Buy |
4,733
+1,333
| +39% | +$305K | 0.95% | 33 |
|
|
2022
Q4 | $815K | Hold |
3,400
| – | – | 0.78% | 36 |
|
|
2022
Q3 | $558K | Hold |
3,400
| – | – | 0.56% | 44 |
|
|
2022
Q2 | $608K | Hold |
3,400
| – | – | 0.55% | 44 |
|
|
2022
Q1 | $758K | Hold |
3,400
| – | – | 0.61% | 42 |
|
|
2021
Q4 | $703K | Hold |
3,400
| – | – | 0.55% | 44 |
|
|
2021
Q3 | $653K | Hold |
3,400
| – | – | 0.54% | 45 |
|
|
2021
Q2 | $740K | Hold |
3,400
| – | – | 0.61% | 37 |
|
|
2021
Q1 | $788K | Hold |
3,400
| – | – | 0.69% | 35 |
|
|
2020
Q4 | $619K | Buy |
+3,400
| New | +$619K | 0.6% | 42 |
|
|
2015
Q4 | – | Sell |
-11,985
| Closed | -$783K | – | 71 |
|
|
2015
Q3 | $783K | Hold |
11,985
| – | – | 1.03% | 33 |
|
|
2015
Q2 | $1.02M | Sell |
11,985
-210
| -2% | -$17.8K | 1.13% | 33 |
|
|
2015
Q1 | $976K | Sell |
12,195
-175
| -1% | -$14K | 1.08% | 32 |
|
|
2014
Q4 | $1.13M | Buy |
+12,370
| New | +$1.13M | 1.24% | 29 |
|