DIM
Delta Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
3,971
-38
| -0.9% | -$14.8K | 0.3% | 65 |
|
|
2025
Q1 | $1.32M | Buy |
4,009
+10
| +0.3% | +$3.3K | 0.27% | 59 |
|
|
2024
Q4 | $1.45M | Buy |
3,999
+1
| +0% | +$363 | 0.28% | 60 |
|
|
2024
Q3 | $1.56M | Sell |
3,998
-150
| -4% | -$58.7K | 0.32% | 52 |
|
|
2024
Q2 | $1.38M | Sell |
4,148
-104
| -2% | -$34.6K | 0.3% | 55 |
|
|
2024
Q1 | $1.56M | Sell |
4,252
-17
| -0.4% | -$6.23K | 0.35% | 51 |
|
|
2023
Q4 | $1.26M | Buy |
4,269
+459
| +12% | +$136K | 0.31% | 50 |
|
|
2023
Q3 | $1.04M | Buy |
3,810
+175
| +5% | +$47.8K | 0.29% | 51 |
|
|
2023
Q2 | $894K | Hold |
3,635
| – | – | 0.25% | 60 |
|
|
2023
Q1 | $832K | Hold |
3,635
| – | – | 0.24% | 62 |
|
|
2022
Q4 | $871K | Buy |
3,635
+5
| +0.1% | +$1.2K | 0.28% | 60 |
|
|
2022
Q3 | $596K | Sell |
3,630
-3
| -0.1% | -$493 | 0.26% | 70 |
|
|
2022
Q2 | $649K | Buy |
3,633
+1
| +0% | +$179 | 0.3% | 63 |
|
|
2022
Q1 | $809K | Sell |
3,632
-1
| -0% | -$223 | 0.24% | 59 |
|
|
2021
Q4 | $751K | Buy |
3,633
+1
| +0% | +$207 | 0.22% | 80 |
|
|
2021
Q3 | $697K | Buy |
3,632
+15
| +0.4% | +$2.88K | 0.22% | 81 |
|
|
2021
Q2 | $787K | Buy |
3,617
+118
| +3% | +$25.7K | 0.23% | 75 |
|
|
2021
Q1 | $811K | Sell |
3,499
-12
| -0.3% | -$2.78K | 0.26% | 74 |
|
|
2020
Q4 | $639K | Buy |
3,511
+30
| +0.9% | +$5.46K | 0.21% | 88 |
|
|
2020
Q3 | $519K | Buy |
3,481
+1
| +0% | +$149 | 0.28% | 57 |
|
|
2020
Q2 | $440K | Buy |
3,480
+909
| +35% | +$115K | 0.18% | 82 |
|
|
2020
Q1 | $298K | Hold |
2,571
| – | – | 0.23% | 59 |
|
|
2019
Q4 | $379K | Buy |
+2,571
| New | +$379K | 0.14% | 85 |
|