Diligent Investors’s Caterpillar CAT Stock Holding History

Diligent Investors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.76M	Buy	4,534 +209	+5%	+$81.1K	0.42%	60
2025 Q1	$1.43M	Sell	4,325 -475	-10%	-$157K	0.35%	79
2024 Q4	$1.74M	Sell	4,800 -99	-2%	-$35.9K	0.4%	61
2024 Q3	$1.92M	Buy	4,899 +126	+3%	+$49.3K	0.44%	52
2024 Q2	$1.59M	Buy	4,773 +89	+2%	+$29.6K	0.39%	67
2024 Q1	$1.72M	Sell	4,684 -33	-0.7%	-$12.1K	0.43%	57
2023 Q4	$1.39M	Sell	4,717 -42	-0.9%	-$12.4K	0.38%	70
2023 Q3	$1.3M	Sell	4,759 -100	-2%	-$27.3K	0.4%	65
2023 Q2	$1.2M	Sell	4,859 -102	-2%	-$25.1K	0.35%	68
2023 Q1	$1.14M	Buy	4,961 +20	+0.4%	+$4.58K	0.35%	72
2022 Q4	$1.18M	Buy	4,941 +2	+0%	+$479	0.39%	64
2022 Q3	$810K	Buy	4,939 +1,906	+63%	+$313K	0.29%	82
2022 Q2	$542K	Sell	3,033 -13	-0.4%	-$2.32K	0.19%	130
2022 Q1	$679K	Buy	3,046 +126	+4%	+$28.1K	0.2%	120
2021 Q4	$604K	Buy	2,920 +628	+27%	+$130K	0.17%	128
2021 Q3	$499K	Hold	2,292	–	–	0.17%	128
2021 Q2	$499K	Sell	2,292 -625	-21%	-$136K	0.17%	129
2021 Q1	$676K	Buy	2,917 +1	+0%	+$232	0.25%	100
2020 Q4	$531K	Buy	2,916 +1	+0%	+$182	0.21%	110
2020 Q3	$435K	Buy	2,915 +1	+0%	+$149	0.2%	114
2020 Q2	$369K	Buy	2,914 +602	+26%	+$76.2K	0.18%	122
2020 Q1	$268K	Sell	2,312 -632	-21%	-$73.3K	0.16%	127
2019 Q4	$435K	Buy	2,944 +1	+0%	+$148	0.2%	107
2019 Q3	$372K	Buy	2,943 +90	+3%	+$11.4K	0.18%	141
2019 Q2	$389K	Buy	2,853 +10	+0.4%	+$1.36K	0.19%	122
2019 Q1	$385K	Sell	2,843 -200	-7%	-$27.1K	0.22%	109
2018 Q4	$387K	Buy	3,043 +500	+20%	+$63.6K	0.25%	101
2018 Q3	$388K	Buy	2,543 +95	+4%	+$14.5K	0.21%	122
2018 Q2	$332K	Buy	2,448 +30	+1%	+$4.07K	0.2%	131
2018 Q1	$356K	Hold	2,418	–	–	0.21%	123
2017 Q4	$381K	Hold	2,418	–	–	0.24%	114
2017 Q3	$302K	Hold	2,418	–	–	0.22%	123
2017 Q2	$260K	Hold	2,418	–	–	0.18%	135
2017 Q1	$225K	Hold	2,418	–	–	0.17%	136
2016 Q4	$224K	Hold	2,418	–	–	0.18%	139
2016 Q3	$215K	Buy	+2,418	New	+$215K	0.17%	145