DF Dent & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
1,036
+276
| +36% | +$107K | 0.01% | 204 |
|
|
2025
Q1 | $251K | Sell |
760
-276
| -27% | -$91K | ﹤0.01% | 238 |
|
|
2024
Q4 | $376K | Sell |
1,036
-8
| -0.8% | -$2.9K | ﹤0.01% | 211 |
|
|
2024
Q3 | $408K | Hold |
1,044
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $348K | Hold |
1,044
| – | – | ﹤0.01% | 205 |
|
|
2024
Q1 | $383K | Sell |
1,044
-212
| -17% | -$77.7K | ﹤0.01% | 211 |
|
|
2023
Q4 | $371K | Buy |
+1,256
| New | +$371K | ﹤0.01% | 208 |
|
|
2014
Q3 | – | Sell |
-2,256
| Closed | -$245K | – | 163 |
|
|
2014
Q2 | $245K | Buy |
+2,256
| New | +$245K | 0.01% | 152 |
|