CIM
Contravisory Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Sell |
500
-1,985
| -80% | -$771K | 0.04% | 251 |
|
|
2025
Q1 | $820K | Sell |
2,485
-19,545
| -89% | -$6.45M | 0.17% | 91 |
|
|
2024
Q4 | $7.99M | Buy |
22,030
+20,749
| +1,620% | +$7.53M | 1.71% | 31 |
|
|
2024
Q3 | $501K | Buy |
1,281
+19
| +2% | +$7.43K | 0.11% | 134 |
|
|
2024
Q2 | $420K | Buy |
1,262
+17
| +1% | +$5.66K | 0.09% | 145 |
|
|
2024
Q1 | $456K | Buy |
+1,245
| New | +$456K | 0.1% | 140 |
|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$418K | – | 334 |
|
|
2023
Q2 | $418K | Buy |
+1,700
| New | +$418K | 0.11% | 134 |
|
|
2021
Q4 | – | Sell |
-1,598
| Closed | -$307K | – | 283 |
|
|
2021
Q3 | $307K | Buy |
1,598
+75
| +5% | +$14.4K | 0.09% | 156 |
|
|
2021
Q2 | $331K | Buy |
1,523
+27
| +2% | +$5.87K | 0.1% | 146 |
|
|
2021
Q1 | $347K | Hold |
1,496
| – | – | 0.11% | 108 |
|
|
2020
Q4 | $272K | Buy |
+1,496
| New | +$272K | 0.08% | 134 |
|
|
2018
Q3 | – | Sell |
-652
| Closed | -$89K | – | 298 |
|
|
2018
Q2 | $89K | Hold |
652
| – | – | 0.03% | 199 |
|
|
2018
Q1 | $96K | Buy |
652
+52
| +9% | +$7.66K | 0.04% | 195 |
|
|
2017
Q4 | $95K | Sell |
600
-5
| -0.8% | -$792 | 0.03% | 190 |
|
|
2017
Q3 | $75K | Buy |
+605
| New | +$75K | 0.03% | 190 |
|
|
2016
Q3 | – | Sell |
-28
| Closed | -$2K | – | 285 |
|
|
2016
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 157 |
|
|
2015
Q1 | – | Sell |
-89,290
| Closed | -$8.17M | – | 169 |
|
|
2014
Q4 | $8.17M | Sell |
89,290
-2,941
| -3% | -$269K | 1.65% | 38 |
|
|
2014
Q3 | $9.13M | Sell |
92,231
-6,225
| -6% | -$616K | 1.9% | 36 |
|
|
2014
Q2 | $10.7M | Buy |
+98,456
| New | +$10.7M | 2.11% | 33 |
|