Chickasaw Capital 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
Q3 | $716K | Hold |
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|
2025
Q2 | $582K | Hold |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $236K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $328K | Sell |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $712K | Buy |
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|
2015
Q1 | $573K | Buy |
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|
2014
Q4 | $637K | Buy |
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