Deroy & Devereaux Private 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 | $233K | Buy |
+600
| New | +$233K | 0.01% | 155 |
|
|
2014
Q2 | – | Sell |
-2,525
| Closed | -$251K | – | 171 |
|
|
2014
Q1 | $251K | Hold |
2,525
| – | – | 0.04% | 145 |
|
|
2013
Q4 | $229K | Sell |
2,525
-3,700
| -59% | -$336K | 0.04% | 165 |
|
|
2013
Q3 | $519K | Buy |
6,225
+1,000
| +19% | +$83.4K | 0.1% | 98 |
|
|
2013
Q2 | $431K | Buy |
+5,225
| New | +$431K | 0.08% | 104 |
|