DSN
D. Scott Neal’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Hold |
7,549
| – | – | 1.46% | 13 |
|
|
2025
Q1 | $2.49M | Hold |
7,549
| – | – | 1.38% | 12 |
|
|
2024
Q4 | $2.74M | Hold |
7,549
| – | – | 1.5% | 12 |
|
|
2024
Q3 | $2.95M | Hold |
7,549
| – | – | 1.56% | 14 |
|
|
2024
Q2 | $2.51M | Hold |
7,549
| – | – | 1.4% | 16 |
|
|
2024
Q1 | $2.77M | Hold |
7,549
| – | – | 1.81% | 12 |
|
|
2023
Q4 | $2.23M | Hold |
7,549
| – | – | 1.99% | 10 |
|
|
2023
Q3 | $2.06M | Hold |
7,549
| – | – | 1.76% | 14 |
|
|
2023
Q2 | $1.86M | Sell |
7,549
-12
| -0.2% | -$2.95K | 1.4% | 18 |
|
|
2023
Q1 | $1.73M | Hold |
7,561
| – | – | 0.97% | 17 |
|
|
2022
Q4 | $1.81M | Hold |
7,561
| – | – | 0.88% | 18 |
|
|
2022
Q3 | $1.24M | Hold |
7,561
| – | – | 0.52% | 20 |
|
|
2022
Q2 | $1.35M | Sell |
7,561
-100
| -1% | -$17.9K | 0.56% | 19 |
|
|
2022
Q1 | $1.71M | Hold |
7,661
| – | – | 0.68% | 19 |
|
|
2021
Q4 | $1.58M | Hold |
7,661
| – | – | 0.6% | 19 |
|
|
2021
Q3 | $1.47M | Buy |
7,661
+112
| +1% | +$21.5K | 0.62% | 18 |
|
|
2021
Q2 | $1.64M | Buy |
7,549
+35
| +0.5% | +$7.62K | 0.75% | 17 |
|
|
2021
Q1 | $1.74M | Sell |
7,514
-500
| -6% | -$116K | 0.78% | 13 |
|
|
2020
Q4 | $1.46M | Sell |
8,014
-30
| -0.4% | -$5.46K | 0.71% | 12 |
|
|
2020
Q3 | $1.2M | Hold |
8,044
| – | – | 0.67% | 12 |
|
|
2020
Q2 | $1.02M | Hold |
8,044
| – | – | 0.64% | 9 |
|
|
2020
Q1 | $933K | Hold |
8,044
| – | – | 0.56% | 8 |
|
|
2019
Q4 | $1.19M | Hold |
8,044
| – | – | 0.57% | 20 |
|
|
2019
Q3 | $1.02M | Sell |
8,044
-8
| -0.1% | -$1.01K | 0.52% | 18 |
|
|
2019
Q2 | $1.1M | Hold |
8,052
| – | – | 0.6% | 15 |
|
|
2019
Q1 | $1.09M | Buy |
8,052
+8
| +0.1% | +$1.08K | 0.57% | 11 |
|
|
2018
Q4 | $1.02M | Sell |
8,044
-22
| -0.3% | -$2.8K | 0.56% | 12 |
|
|
2018
Q3 | $1.23M | Hold |
8,066
| – | – | 0.62% | 16 |
|
|
2018
Q2 | $1.09M | Buy |
8,066
+26
| +0.3% | +$3.53K | 0.61% | 18 |
|
|
2018
Q1 | $1.19M | Hold |
8,040
| – | – | 0.67% | 18 |
|
|
2017
Q4 | $1.27M | Hold |
8,040
| – | – | 0.76% | 19 |
|
|
2017
Q3 | $1M | Hold |
8,040
| – | – | 0.6% | 20 |
|
|
2017
Q2 | $864K | Hold |
8,040
| – | – | 0.59% | 19 |
|
|
2017
Q1 | $746K | Hold |
8,040
| – | – | 0.48% | 21 |
|
|
2016
Q4 | $746K | Hold |
8,040
| – | – | 0.53% | 19 |
|
|
2016
Q3 | $714K | Sell |
8,040
-53
| -0.7% | -$4.71K | 0.56% | 18 |
|
|
2016
Q2 | $614K | Buy |
8,093
+53
| +0.7% | +$4.02K | 0.54% | 16 |
|
|
2016
Q1 | $615K | Hold |
8,040
| – | – | 0.58% | 15 |
|
|
2015
Q4 | $546K | Hold |
8,040
| – | – | 0.43% | 19 |
|
|
2015
Q3 | $525K | Sell |
8,040
-150
| -2% | -$9.8K | 0.44% | 21 |
|
|
2015
Q2 | $695K | Buy |
8,190
+1,600
| +24% | +$136K | 0.48% | 24 |
|
|
2015
Q1 | $527K | Buy |
6,590
+43
| +0.7% | +$3.44K | 0.38% | 24 |
|
|
2014
Q4 | $599K | Hold |
6,547
| – | – | 0.42% | 22 |
|
|
2014
Q3 | $648K | Buy |
6,547
+115
| +2% | +$11.4K | 0.51% | 19 |
|
|
2014
Q2 | $699K | Buy |
6,432
+35
| +0.5% | +$3.8K | 0.55% | 19 |
|
|
2014
Q1 | $636K | Hold |
6,397
| – | – | 0.53% | 25 |
|
|
2013
Q4 | $581K | Buy |
+6,397
| New | +$581K | 0.52% | 23 |
|