Clear Creek Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
1,236
-33
| -3% | -$12.8K | 0.05% | 350 |
|
|
2025
Q1 | $419K | Buy |
1,269
+130
| +11% | +$42.9K | 0.04% | 332 |
|
|
2024
Q4 | $413K | Sell |
1,139
-100
| -8% | -$36.3K | 0.04% | 323 |
|
|
2024
Q3 | $484K | Sell |
1,239
-2
| -0.2% | -$782 | 0.05% | 274 |
|
|
2024
Q2 | $413K | Buy |
1,241
+81
| +7% | +$27K | 0.05% | 280 |
|
|
2024
Q1 | $425K | Buy |
1,160
+466
| +67% | +$171K | 0.05% | 270 |
|
|
2023
Q4 | $205K | Sell |
694
-259
| -27% | -$76.6K | 0.03% | 315 |
|
|
2023
Q3 | $260K | Sell |
953
-1,843
| -66% | -$503K | 0.05% | 254 |
|
|
2023
Q2 | $688K | Sell |
2,796
-436
| -13% | -$107K | 0.12% | 141 |
|
|
2023
Q1 | $740K | Buy |
3,232
+1
| +0% | +$229 | 0.14% | 124 |
|
|
2022
Q4 | $774K | Buy |
3,231
+57
| +2% | +$13.7K | 0.17% | 117 |
|
|
2022
Q3 | $521K | Buy |
3,174
+101
| +3% | +$16.6K | 0.11% | 142 |
|
|
2022
Q2 | $549K | Buy |
3,073
+247
| +9% | +$44.1K | 0.12% | 147 |
|
|
2022
Q1 | $630K | Buy |
2,826
+734
| +35% | +$164K | 0.1% | 162 |
|
|
2021
Q4 | $433K | Buy |
+2,092
| New | +$433K | 0.07% | 202 |
|
|
2021
Q3 | – | Sell |
-1,188
| Closed | -$259K | – | 331 |
|
|
2021
Q2 | $259K | Buy |
+1,188
| New | +$259K | 0.04% | 254 |
|
|
2021
Q1 | – | Sell |
-1,248
| Closed | -$227K | – | 79 |
|
|
2020
Q4 | $227K | Buy |
+1,248
| New | +$227K | 0.04% | 264 |
|
|
2020
Q3 | – | Sell |
-2,953
| Closed | -$373K | – | 109 |
|
|
2020
Q2 | $373K | Buy |
2,953
+55
| +2% | +$6.95K | 0.1% | 151 |
|
|
2020
Q1 | $332K | Buy |
+2,898
| New | +$332K | 0.13% | 107 |
|