Crawford Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
6,021
+171
| +3% | +$66.4K | 0.04% | 176 |
|
|
2025
Q1 | $1.93M | Buy |
5,850
+1,806
| +45% | +$596K | 0.03% | 185 |
|
|
2024
Q4 | $1.47M | Sell |
4,044
-531
| -12% | -$193K | 0.03% | 195 |
|
|
2024
Q3 | $1.79M | Sell |
4,575
-184
| -4% | -$72K | 0.03% | 185 |
|
|
2024
Q2 | $1.59M | Buy |
4,759
+500
| +12% | +$167K | 0.03% | 178 |
|
|
2024
Q1 | $1.56M | Buy |
4,259
+516
| +14% | +$189K | 0.03% | 175 |
|
|
2023
Q4 | $1.11M | Sell |
3,743
-10
| -0.3% | -$2.96K | 0.02% | 184 |
|
|
2023
Q3 | $1.02M | Buy |
3,753
+7
| +0.2% | +$1.91K | 0.02% | 185 |
|
|
2023
Q2 | $922K | Sell |
3,746
-28
| -0.7% | -$6.89K | 0.02% | 194 |
|
|
2023
Q1 | $864K | Buy |
3,774
+42
| +1% | +$9.61K | 0.02% | 193 |
|
|
2022
Q4 | $894K | Buy |
3,732
+25
| +0.7% | +$5.99K | 0.02% | 197 |
|
|
2022
Q3 | $608K | Sell |
3,707
-11
| -0.3% | -$1.8K | 0.01% | 212 |
|
|
2022
Q2 | $665K | Sell |
3,718
-211
| -5% | -$37.7K | 0.01% | 211 |
|
|
2022
Q1 | $875K | Buy |
3,929
+1,251
| +47% | +$279K | 0.02% | 204 |
|
|
2021
Q4 | $554K | Sell |
2,678
-96
| -3% | -$19.9K | 0.01% | 230 |
|
|
2021
Q3 | $532K | Sell |
2,774
-262
| -9% | -$50.2K | 0.01% | 229 |
|
|
2021
Q2 | $661K | Buy |
3,036
+339
| +13% | +$73.8K | 0.01% | 213 |
|
|
2021
Q1 | $625K | Sell |
2,697
-148
| -5% | -$34.3K | 0.01% | 202 |
|
|
2020
Q4 | $518K | Buy |
2,845
+628
| +28% | +$114K | 0.01% | 207 |
|
|
2020
Q3 | $331K | Sell |
2,217
-102
| -4% | -$15.2K | 0.01% | 235 |
|
|
2020
Q2 | $293K | Buy |
2,319
+102
| +5% | +$12.9K | 0.01% | 240 |
|
|
2020
Q1 | $257K | Sell |
2,217
-2
| -0.1% | -$232 | 0.01% | 236 |
|
|
2019
Q4 | $328K | Buy |
+2,219
| New | +$328K | 0.01% | 239 |
|
|
2019
Q2 | – | Sell |
-1,768
| Closed | -$240K | – | 256 |
|
|
2019
Q1 | $240K | Buy |
+1,768
| New | +$240K | 0.01% | 243 |
|
|
2018
Q4 | – | Sell |
-1,419
| Closed | -$216K | – | 256 |
|
|
2018
Q3 | $216K | Buy |
+1,419
| New | +$216K | 0.01% | 248 |
|
|
2018
Q2 | – | Sell |
-1,538
| Closed | -$227K | – | 258 |
|
|
2018
Q1 | $227K | Sell |
1,538
-851
| -36% | -$126K | 0.01% | 239 |
|
|
2017
Q4 | $376K | Buy |
2,389
+320
| +15% | +$50.4K | 0.01% | 211 |
|
|
2017
Q3 | $258K | Buy |
+2,069
| New | +$258K | 0.01% | 223 |
|
|
2015
Q2 | – | Sell |
-3,310
| Closed | -$265K | – | 246 |
|
|
2015
Q1 | $265K | Sell |
3,310
-1,178
| -26% | -$94.3K | 0.01% | 224 |
|
|
2014
Q4 | $411K | Sell |
4,488
-397
| -8% | -$36.4K | 0.01% | 193 |
|
|
2014
Q3 | $484K | Buy |
4,885
+100
| +2% | +$9.91K | 0.02% | 189 |
|
|
2014
Q2 | $520K | Buy |
4,785
+425
| +10% | +$46.2K | 0.02% | 183 |
|
|
2014
Q1 | $433K | Buy |
4,360
+110
| +3% | +$10.9K | 0.02% | 189 |
|
|
2013
Q4 | $386K | Sell |
4,250
-200
| -4% | -$18.2K | 0.01% | 196 |
|
|
2013
Q3 | $371K | Hold |
4,450
| – | – | 0.01% | 189 |
|
|
2013
Q2 | $367K | Buy |
+4,450
| New | +$367K | 0.02% | 171 |
|