D.J. St. Germain’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
8,714
+983
| +13% | +$382K | 0.15% | 105 |
|
|
2025
Q1 | $2.55M | Sell |
7,731
-614
| -7% | -$203K | 0.12% | 114 |
|
|
2024
Q4 | $3.03M | Buy |
8,345
+1,910
| +30% | +$693K | 0.14% | 111 |
|
|
2024
Q3 | $2.52M | Buy |
6,435
+250
| +4% | +$97.8K | 0.12% | 120 |
|
|
2024
Q2 | $2.06M | Sell |
6,185
-419
| -6% | -$140K | 0.1% | 125 |
|
|
2024
Q1 | $2.42M | Sell |
6,604
-78
| -1% | -$28.6K | 0.12% | 116 |
|
|
2023
Q4 | $1.98M | Buy |
6,682
+54
| +0.8% | +$16K | 0.1% | 123 |
|
|
2023
Q3 | $1.81M | Sell |
6,628
-40
| -0.6% | -$10.9K | 0.1% | 122 |
|
|
2023
Q2 | $1.64M | Buy |
+6,668
| New | +$1.64M | 0.09% | 123 |
|
|
2022
Q4 | $287K | Buy |
7,220
+1,670
| +30% | +$66.3K | 0.1% | 86 |
|
|
2022
Q3 | $992K | Hold |
5,550
| – | – | 0.07% | 129 |
|
|
2022
Q2 | $992K | Sell |
5,550
-34
| -0.6% | -$6.08K | 0.07% | 129 |
|
|
2022
Q1 | $1.24M | Buy |
5,584
+82
| +1% | +$18.3K | 0.07% | 124 |
|
|
2021
Q4 | $1.14M | Sell |
5,502
-89
| -2% | -$18.4K | 0.06% | 132 |
|
|
2021
Q3 | $1.07M | Buy |
5,591
+38
| +0.7% | +$7.29K | 0.07% | 121 |
|
|
2021
Q2 | $1.21M | Hold |
5,553
| – | – | 0.08% | 119 |
|
|
2021
Q1 | $1.29M | Buy |
5,553
+800
| +17% | +$186K | 0.09% | 110 |
|
|
2020
Q4 | $865K | Buy |
4,753
+998
| +27% | +$182K | 0.06% | 119 |
|
|
2020
Q3 | $560K | Hold |
3,755
| – | – | 0.05% | 129 |
|
|
2020
Q2 | $475K | Sell |
3,755
-270
| -7% | -$34.2K | 0.04% | 136 |
|
|
2020
Q1 | $467K | Sell |
4,025
-200
| -5% | -$23.2K | 0.05% | 135 |
|
|
2019
Q4 | $624K | Buy |
4,225
+980
| +30% | +$145K | 0.05% | 132 |
|
|
2019
Q3 | $410K | Sell |
3,245
-35
| -1% | -$4.42K | 0.04% | 136 |
|
|
2019
Q2 | $447K | Hold |
3,280
| – | – | 0.05% | 122 |
|
|
2019
Q1 | $444K | Sell |
3,280
-150
| -4% | -$20.3K | 0.05% | 124 |
|
|
2018
Q4 | $436K | Hold |
3,430
| – | – | 0.05% | 122 |
|
|
2018
Q3 | $523K | Sell |
3,430
-35
| -1% | -$5.34K | 0.06% | 116 |
|
|
2018
Q2 | $470K | Buy |
3,465
+35
| +1% | +$4.75K | 0.06% | 114 |
|
|
2018
Q1 | $506K | Buy |
+3,430
| New | +$506K | 0.06% | 104 |
|