CIM Investment Management’s Caterpillar CAT Stock Holding History

CIM Investment Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.88M	Buy	7,662 +3,825	+100%	+$1.44M	0.55%	32
2025 Q1	$1.27M	Sell	3,837 -4	-0.1%	-$1.32K	0.29%	43
2024 Q4	$1.39M	Sell	3,841 -7	-0.2%	-$2.54K	0.41%	37
2024 Q3	$1.51M	Sell	3,848 -98	-2%	-$38.3K	0.44%	37
2024 Q2	$1.31M	Sell	3,946 -32	-0.8%	-$10.7K	0.41%	39
2024 Q1	$1.46M	Hold	3,978	–	–	0.43%	33
2023 Q4	$1.18M	Hold	3,978	–	–	0.38%	45
2023 Q3	$1.09M	Sell	3,978 -92	-2%	-$25.1K	0.4%	39
2023 Q2	$1M	Buy	4,070 +10	+0.2%	+$2.46K	0.34%	57
2023 Q1	$929K	Buy	4,060 +188	+5%	+$43K	0.34%	57
2022 Q4	$928K	Sell	3,872 -104	-3%	-$24.9K	0.37%	44
2022 Q3	$652K	Hold	3,976	–	–	0.29%	68
2022 Q2	$711K	Sell	3,976 -21	-0.5%	-$3.76K	0.3%	70
2022 Q1	$891K	Sell	3,997 -5	-0.1%	-$1.12K	0.3%	75
2021 Q4	$827K	Sell	4,002 -74	-2%	-$15.3K	0.25%	83
2021 Q3	$782K	Sell	4,076 -23	-0.6%	-$4.41K	0.25%	84
2021 Q2	$892K	Sell	4,099 -71	-2%	-$15.5K	0.28%	74
2021 Q1	$967K	Buy	4,170 +1,703	+69%	+$395K	0.3%	58
2020 Q4	$449K	Sell	2,467 -38	-2%	-$6.92K	0.15%	144
2020 Q3	$374K	Sell	2,505 -26	-1%	-$3.88K	0.14%	137
2020 Q2	$320K	Hold	2,531	–	–	0.13%	157
2020 Q1	$294K	Buy	2,531 +87	+4%	+$10.1K	0.14%	134
2019 Q4	$361K	Hold	2,444	–	–	0.14%	144
2019 Q3	$309K	Sell	2,444 -258	-10%	-$32.6K	0.12%	224
2019 Q2	$368K	Buy	2,702 +102	+4%	+$13.9K	0.13%	188
2019 Q1	$352K	Hold	2,600	–	–	0.14%	199
2018 Q4	$330K	Sell	2,600 -108	-4%	-$13.7K	0.14%	188
2018 Q3	$413K	Sell	2,708 -1	-0%	-$153	0.15%	192
2018 Q2	$368K	Buy	+2,709	New	+$368K	0.13%	234
2015 Q1	–	Sell	-10,084	Closed	-$923K	–	264
2014 Q4	$923K	Hold	10,084	–	–	0.42%	85
2014 Q3	$999K	Sell	10,084 -457	-4%	-$45.3K	0.51%	72
2014 Q2	$1.15M	Sell	10,541 -289	-3%	-$31.4K	0.58%	59
2014 Q1	$1.08M	Sell	10,830 -247	-2%	-$24.5K	0.5%	64
2013 Q4	$1.01M	Buy	11,077 +800	+8%	+$72.7K	0.51%	73
2013 Q3	$857K	Hold	10,277	–	–	0.51%	76
2013 Q2	$848K	Buy	+10,277	New	+$848K	0.5%	73