Chicago Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
5,959
-9,975
| -63% | -$3.87M | 0.06% | 128 |
|
|
2025
Q1 | $5.26M | Buy |
15,934
+795
| +5% | +$262K | 0.15% | 84 |
|
|
2024
Q4 | $5.49M | Buy |
15,139
+383
| +3% | +$139K | 0.15% | 82 |
|
|
2024
Q3 | $5.77M | Sell |
14,756
-26
| -0.2% | -$10.2K | 0.16% | 77 |
|
|
2024
Q2 | $4.92M | Buy |
14,782
+515
| +4% | +$172K | 0.15% | 82 |
|
|
2024
Q1 | $5.23M | Buy |
14,267
+500
| +4% | +$183K | 0.16% | 75 |
|
|
2023
Q4 | $4.07M | Buy |
13,767
+9,732
| +241% | +$2.88M | 0.15% | 85 |
|
|
2023
Q3 | $1.1M | Hold |
4,035
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $993K | Sell |
4,035
-100
| -2% | -$24.6K | 0.04% | 102 |
|
|
2023
Q1 | $946K | Hold |
4,135
| – | – | 0.05% | 106 |
|
|
2022
Q4 | $991K | Hold |
4,135
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $678K | Hold |
4,135
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $739K | Hold |
4,135
| – | – | 0.04% | 131 |
|
|
2022
Q1 | $921K | Hold |
4,135
| – | – | 0.04% | 125 |
|
|
2021
Q4 | $855K | Hold |
4,135
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $794K | Hold |
4,135
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $900K | Hold |
4,135
| – | – | 0.04% | 122 |
|
|
2021
Q1 | $959K | Hold |
4,135
| – | – | 0.04% | 112 |
|
|
2020
Q4 | $753K | Sell |
4,135
-10
| -0.2% | -$1.82K | 0.03% | 128 |
|
|
2020
Q3 | $618K | Hold |
4,145
| – | – | 0.03% | 139 |
|
|
2020
Q2 | $524K | Hold |
4,145
| – | – | 0.03% | 150 |
|
|
2020
Q1 | $481K | Sell |
4,145
-365
| -8% | -$42.4K | 0.04% | 134 |
|
|
2019
Q4 | $666K | Hold |
4,510
| – | – | 0.04% | 141 |
|
|
2019
Q3 | $570K | Hold |
4,510
| – | – | 0.04% | 144 |
|
|
2019
Q2 | $615K | Buy |
4,510
+2,000
| +80% | +$273K | 0.04% | 143 |
|
|
2019
Q1 | $340K | Hold |
2,510
| – | – | 0.02% | 172 |
|
|
2018
Q4 | $319K | Hold |
2,510
| – | – | 0.03% | 168 |
|
|
2018
Q3 | $383K | Hold |
2,510
| – | – | 0.03% | 166 |
|
|
2018
Q2 | $341K | Buy |
2,510
+200
| +9% | +$27.2K | 0.03% | 182 |
|
|
2018
Q1 | $340K | Buy |
+2,310
| New | +$340K | 0.05% | 130 |
|