Cheviot Value 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 | $251K | Sell |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $283K | Buy |
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|
2018
Q4 | $266K | Sell |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $323K | Sell |
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|
2017
Q4 | $348K | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $231K | Sell |
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|
2017
Q1 | $201K | Buy |
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|
2016
Q4 | $200K | Buy |
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