CCM
Check Capital Management’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $667K | Hold |
1,717
| – | – | 0.02% | 27 |
|
2025
Q1 | $566K | Hold |
1,717
| – | – | 0.02% | 26 |
|
2024
Q4 | $623K | Hold |
1,717
| – | – | 0.02% | 28 |
|
2024
Q3 | $672K | Hold |
1,717
| – | – | 0.02% | 24 |
|
2024
Q2 | $572K | Buy |
1,717
+100
| +6% | +$33.3K | 0.02% | 24 |
|
2024
Q1 | $593K | Sell |
1,617
-100
| -6% | -$36.6K | 0.02% | 26 |
|
2023
Q4 | $508K | Hold |
1,717
| – | – | 0.02% | 24 |
|
2023
Q3 | $469K | Hold |
1,717
| – | – | 0.02% | 24 |
|
2023
Q2 | $422K | Hold |
1,717
| – | – | 0.02% | 24 |
|
2023
Q1 | $393K | Hold |
1,717
| – | – | 0.02% | 27 |
|
2022
Q4 | $411K | Hold |
1,717
| – | – | 0.02% | 26 |
|
2022
Q3 | $282K | Hold |
1,717
| – | – | 0.02% | 34 |
|
2022
Q2 | $307K | Hold |
1,717
| – | – | 0.02% | 33 |
|
2022
Q1 | $383K | Sell |
1,717
-33
| -2% | -$7.36K | 0.01% | 32 |
|
2021
Q4 | $362K | Hold |
1,750
| – | – | 0.02% | 34 |
|
2021
Q3 | $336K | Hold |
1,750
| – | – | 0.02% | 35 |
|
2021
Q2 | $381K | Hold |
1,750
| – | – | 0.02% | 32 |
|
2021
Q1 | $406K | Sell |
1,750
-100
| -5% | -$23.2K | 0.02% | 32 |
|
2020
Q4 | $337K | Hold |
1,850
| – | – | 0.02% | 35 |
|
2020
Q3 | $276K | Sell |
1,850
-200
| -10% | -$29.8K | 0.02% | 35 |
|
2020
Q2 | $259K | Sell |
2,050
-60
| -3% | -$7.58K | 0.02% | 35 |
|
2020
Q1 | $245K | Sell |
2,110
-60
| -3% | -$6.97K | 0.02% | 34 |
|
2019
Q4 | $320K | Hold |
2,170
| – | – | 0.02% | 35 |
|
2019
Q3 | $274K | Hold |
2,170
| – | – | 0.01% | 41 |
|
2019
Q2 | $296K | Hold |
2,170
| – | – | 0.02% | 40 |
|
2019
Q1 | $294K | Hold |
2,170
| – | – | 0.02% | 38 |
|
2018
Q4 | $276K | Buy |
2,170
+200
| +10% | +$25.4K | 0.01% | 42 |
|
2018
Q3 | $300K | Buy |
1,970
+60
| +3% | +$9.14K | 0.02% | 45 |
|
2018
Q2 | $259K | Hold |
1,910
| – | – | 0.01% | 50 |
|
2018
Q1 | $281K | Buy |
+1,910
| New | +$281K | 0.02% | 48 |
|