Chatham Capital 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 | $270K | Hold |
696
| – | – | 0.04% | 189 |
|
|
2025
Q1 | $230K | Hold |
696
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $252K | Hold |
696
| – | – | 0.04% | 186 |
|
|
2024
Q3 | $272K | Hold |
696
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $232K | Hold |
696
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $255K | Buy |
696
+1
| +0.1% | +$366 | 0.05% | 177 |
|
|
2023
Q4 | $206K | Buy |
+695
| New | +$206K | 0.04% | 179 |
|
|
2019
Q4 | – | Sell |
-23,411
| Closed | -$2.96M | – | 160 |
|
|
2019
Q3 | $2.96M | Sell |
23,411
-1,025
| -4% | -$129K | 0.76% | 40 |
|
|
2019
Q2 | $3.33M | Buy |
24,436
+170
| +0.7% | +$23.2K | 0.84% | 37 |
|
|
2019
Q1 | $3.29M | Buy |
24,266
+12
| +0% | +$1.63K | 0.85% | 37 |
|
|
2018
Q4 | $3.08M | Buy |
24,254
+580
| +2% | +$73.7K | 0.86% | 36 |
|
|
2018
Q3 | $3.61M | Buy |
23,674
+445
| +2% | +$67.9K | 0.91% | 30 |
|
|
2018
Q2 | $3.15M | Buy |
+23,229
| New | +$3.15M | 0.83% | 32 |
|