CCM
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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