Covington Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
20,487
+5,107
| +33% | +$1.98M | 1.14% | 34 |
|
|
2025
Q1 | $5.07M | Buy |
15,380
+13,905
| +943% | +$4.59M | 0.79% | 48 |
|
|
2024
Q4 | $5.35M | Sell |
1,475
-13,070
| -90% | -$47.4M | 0.8% | 44 |
|
|
2024
Q3 | $5.69M | Buy |
14,545
+220
| +2% | +$86K | 0.86% | 47 |
|
|
2024
Q2 | $4.77M | Buy |
+14,325
| New | +$4.77M | 0.77% | 48 |
|
|
2013
Q3 | – | Sell |
-9,086
| Closed | -$750K | – | 87 |
|
|
2013
Q2 | $750K | Buy |
+9,086
| New | +$750K | 0.52% | 55 |
|