Courier 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 | $1.7M | Buy |
4,391
+129
| +3% | +$50.1K | 0.1% | 166 |
|
|
2025
Q1 | $1.41M | Sell |
4,262
-72
| -2% | -$23.7K | 0.09% | 177 |
|
|
2024
Q4 | $1.57M | Sell |
4,334
-768
| -15% | -$279K | 0.11% | 157 |
|
|
2024
Q3 | $2M | Buy |
5,102
+55
| +1% | +$21.5K | 0.14% | 141 |
|
|
2024
Q2 | $1.68M | Sell |
5,047
-219
| -4% | -$73K | 0.13% | 127 |
|
|
2024
Q1 | $1.93M | Sell |
5,266
-28
| -0.5% | -$10.3K | 0.14% | 131 |
|
|
2023
Q4 | $1.57M | Buy |
5,294
+2,660
| +101% | +$786K | 0.12% | 148 |
|
|
2023
Q3 | $719K | Hold |
2,634
| – | – | 0.06% | 202 |
|
|
2023
Q2 | $648K | Sell |
2,634
-1,179
| -31% | -$290K | 0.05% | 215 |
|
|
2023
Q1 | $873K | Buy |
3,813
+1
| +0% | +$229 | 0.1% | 128 |
|
|
2022
Q4 | $913K | Sell |
3,812
-27
| -0.7% | -$6.47K | 0.11% | 124 |
|
|
2022
Q3 | $630K | Buy |
3,839
+28
| +0.7% | +$4.6K | 0.08% | 142 |
|
|
2022
Q2 | $681K | Buy |
3,811
+1
| +0% | +$179 | 0.08% | 145 |
|
|
2022
Q1 | $849K | Hold |
3,810
| – | – | 0.08% | 141 |
|
|
2021
Q4 | $788K | Sell |
3,810
-149
| -4% | -$30.8K | 0.07% | 152 |
|
|
2021
Q3 | $760K | Buy |
3,959
+1
| +0% | +$192 | 0.07% | 150 |
|
|
2021
Q2 | $861K | Sell |
3,958
-469
| -11% | -$102K | 0.08% | 144 |
|
|
2021
Q1 | $1.03M | Buy |
4,427
+1
| +0% | +$232 | 0.1% | 129 |
|
|
2020
Q4 | $806K | Buy |
4,426
+500
| +13% | +$91.1K | 0.09% | 135 |
|
|
2020
Q3 | $633K | Sell |
3,926
-23
| -0.6% | -$3.71K | 0.08% | 146 |
|
|
2020
Q2 | $504K | Buy |
3,949
+2
| +0.1% | +$255 | 0.06% | 159 |
|
|
2020
Q1 | $434K | Buy |
3,947
+2
| +0.1% | +$220 | 0.06% | 157 |
|
|
2019
Q4 | $581K | Buy |
3,945
+52
| +1% | +$7.66K | 0.07% | 158 |
|
|
2019
Q3 | $467K | Buy |
3,893
+152
| +4% | +$18.2K | 0.06% | 173 |
|
|
2019
Q2 | $510K | Sell |
3,741
-149
| -4% | -$20.3K | 0.07% | 166 |
|
|
2019
Q1 | $527K | Sell |
3,890
-1,834
| -32% | -$248K | 0.07% | 157 |
|
|
2018
Q4 | $727K | Sell |
5,724
-74
| -1% | -$9.4K | 0.11% | 128 |
|
|
2018
Q3 | $884K | Buy |
5,798
+806
| +16% | +$123K | 0.11% | 130 |
|
|
2018
Q2 | $677K | Buy |
4,992
+371
| +8% | +$50.3K | 0.09% | 151 |
|
|
2018
Q1 | $681K | Buy |
4,621
+1,464
| +46% | +$216K | 0.09% | 144 |
|
|
2017
Q4 | $498K | Hold |
3,157
| – | – | 0.06% | 161 |
|
|
2017
Q3 | $394K | Sell |
3,157
-69
| -2% | -$8.61K | 0.06% | 175 |
|
|
2017
Q2 | $347K | Buy |
3,226
+2
| +0.1% | +$215 | 0.06% | 191 |
|
|
2017
Q1 | $299K | Buy |
3,224
+251
| +8% | +$23.3K | 0.05% | 200 |
|
|
2016
Q4 | $276K | Buy |
2,973
+251
| +9% | +$23.3K | 0.05% | 212 |
|
|
2016
Q3 | $242K | Hold |
2,722
| – | – | 0.05% | 235 |
|
|
2016
Q2 | $206K | Sell |
2,722
-33
| -1% | -$2.5K | 0.04% | 259 |
|
|
2016
Q1 | $211K | Sell |
2,755
-351
| -11% | -$26.9K | 0.04% | 253 |
|
|
2015
Q4 | $211K | Hold |
3,106
| – | – | 0.05% | 247 |
|
|
2015
Q3 | $203K | Hold |
3,106
| – | – | 0.04% | 246 |
|
|
2015
Q2 | $263K | Buy |
3,106
+151
| +5% | +$12.8K | 0.05% | 222 |
|
|
2015
Q1 | $236K | Hold |
2,955
| – | – | 0.05% | 244 |
|
|
2014
Q4 | $270K | Hold |
2,955
| – | – | 0.05% | 230 |
|
|
2014
Q3 | $293K | Hold |
2,955
| – | – | 0.06% | 212 |
|
|
2014
Q2 | $321K | Sell |
2,955
-2,610
| -47% | -$284K | 0.06% | 215 |
|
|
2014
Q1 | $553K | Sell |
5,565
-510
| -8% | -$50.7K | 0.11% | 152 |
|
|
2013
Q4 | $552K | Buy |
6,075
+800
| +15% | +$72.7K | 0.12% | 149 |
|
|
2013
Q3 | $440K | Sell |
5,275
-75
| -1% | -$6.26K | 0.1% | 157 |
|
|
2013
Q2 | $441K | Buy |
+5,350
| New | +$441K | 0.11% | 150 |
|