Douglass Winthrop Advisors’s Caterpillar CAT Stock Holding History

Douglass Winthrop Advisors’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	$3.45M	Hold	8,885	–	–	0.06%	88
2025 Q1	$2.93M	Sell	8,885 -17	-0.2%	-$5.61K	0.06%	90
2024 Q4	$3.23M	Sell	8,902 -6	-0.1%	-$2.18K	0.06%	90
2024 Q3	$3.48M	Buy	8,908 +12	+0.1%	+$4.69K	0.07%	85
2024 Q2	$2.96M	Buy	8,896 +11	+0.1%	+$3.66K	0.06%	84
2024 Q1	$3.26M	Buy	8,885 +315	+4%	+$115K	0.07%	87
2023 Q4	$2.53M	Hold	8,570	–	–	0.06%	86
2023 Q3	$2.34M	Buy	8,570 +75	+0.9%	+$20.5K	0.06%	88
2023 Q2	$2.09M	Hold	8,495	–	–	0.05%	94
2023 Q1	$1.94M	Sell	8,495 -500	-6%	-$114K	0.05%	95
2022 Q4	$2.16M	Sell	8,995 -1,500	-14%	-$359K	0.06%	91
2022 Q3	$1.72M	Sell	10,495 -1,000	-9%	-$164K	0.05%	96
2022 Q2	$2.06M	Hold	11,495	–	–	0.06%	94
2022 Q1	$2.56M	Sell	11,495 -750	-6%	-$167K	0.06%	92
2021 Q4	$2.53M	Hold	12,245	–	–	0.06%	99
2021 Q3	$2.35M	Sell	12,245 -1,000	-8%	-$192K	0.06%	103
2021 Q2	$2.88M	Hold	13,245	–	–	0.07%	93
2021 Q1	$3.07M	Hold	13,245	–	–	0.08%	87
2020 Q4	$2.41M	Hold	13,245	–	–	0.07%	82
2020 Q3	$1.98M	Sell	13,245 -41	-0.3%	-$6.11K	0.06%	86
2020 Q2	$1.68M	Sell	13,286 -1,379	-9%	-$174K	0.06%	88
2020 Q1	$1.7M	Sell	14,665 -1,943	-12%	-$226K	0.08%	83
2019 Q4	$2.45M	Buy	16,608 +2,330	+16%	+$344K	0.09%	85
2019 Q3	$1.8M	Sell	14,278 -4,000	-22%	-$505K	0.07%	95
2019 Q2	$2.49M	Sell	18,278 -400	-2%	-$54.5K	0.1%	80
2019 Q1	$2.53M	Hold	18,678	–	–	0.11%	78
2018 Q4	$2.37M	Sell	18,678 -250	-1%	-$31.8K	0.12%	85
2018 Q3	$2.89M	Sell	18,928 -600	-3%	-$91.5K	0.13%	82
2018 Q2	$2.65M	Sell	19,528 -666	-3%	-$90.3K	0.12%	93
2018 Q1	$2.98M	Sell	20,194 -1,375	-6%	-$203K	0.15%	87
2017 Q4	$3.4M	Hold	21,569	–	–	0.18%	69
2017 Q3	$2.69M	Sell	21,569 -100	-0.5%	-$12.5K	0.16%	76
2017 Q2	$2.33M	Sell	21,669 -135	-0.6%	-$14.5K	0.14%	77
2017 Q1	$2.02M	Sell	21,804 -2	-0%	-$186	0.13%	79
2016 Q4	$2.02M	Sell	21,806 -312	-1%	-$28.9K	0.14%	76
2016 Q3	$1.96M	Buy	22,118 +14	+0.1%	+$1.24K	0.14%	78
2016 Q2	$1.68M	Sell	22,104 -9,900	-31%	-$751K	0.12%	84
2016 Q1	$2.45M	Sell	32,004 -3,948	-11%	-$302K	0.18%	72
2015 Q4	$2.44M	Sell	35,952 -4,100	-10%	-$279K	0.18%	81
2015 Q3	$2.62M	Sell	40,052 -4,248	-10%	-$278K	0.21%	73
2015 Q2	$3.55M	Hold	44,300	–	–	0.28%	63
2015 Q1	$3.55M	Buy	44,300 +16,164	+57%	+$1.29M	0.28%	63
2014 Q4	$2.58M	Sell	28,136 -3,814	-12%	-$349K	0.23%	63
2014 Q3	$3.16M	Buy	31,950 +4,200	+15%	+$416K	0.29%	57
2014 Q2	$3.02M	Sell	27,750 -3,975	-13%	-$432K	0.28%	57
2014 Q1	$3.15M	Buy	31,725 +925	+3%	+$91.9K	0.31%	55
2013 Q4	$2.8M	Sell	30,800 -1,504	-5%	-$137K	0.29%	58
2013 Q3	$2.69M	Sell	32,304 -175	-0.5%	-$14.6K	0.31%	56
2013 Q2	$2.68M	Buy	+32,479	New	+$2.68M	0.32%	56