Drexel Morgan & 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 | $10.8M | Hold |
27,886
| – | – | 1.92% | 14 |
|
|
2025
Q1 | $9.2M | Hold |
27,886
| – | – | 1.93% | 14 |
|
|
2024
Q4 | $10.1M | Hold |
27,886
| – | – | 2.09% | 15 |
|
|
2024
Q3 | $10.9M | Hold |
27,886
| – | – | 2.03% | 15 |
|
|
2024
Q2 | $9.29M | Hold |
27,886
| – | – | 1.99% | 15 |
|
|
2024
Q1 | $10.2M | Buy |
27,886
+140
| +0.5% | +$51.3K | 2.1% | 13 |
|
|
2023
Q4 | $8.2M | Buy |
27,746
+10,000
| +56% | +$2.96M | 1.9% | 14 |
|
|
2023
Q3 | $4.84M | Hold |
17,746
| – | – | 1.32% | 15 |
|
|
2023
Q2 | $4.37M | Hold |
17,746
| – | – | 1.13% | 18 |
|
|
2023
Q1 | $4.06M | Hold |
17,746
| – | – | 1.02% | 19 |
|
|
2022
Q4 | $4.25M | Hold |
17,746
| – | – | 0.87% | 20 |
|
|
2022
Q3 | $2.91M | Buy |
17,746
+224
| +1% | +$36.8K | 0.7% | 23 |
|
|
2022
Q2 | $3.13M | Hold |
17,522
| – | – | 0.86% | 22 |
|
|
2022
Q1 | $3.9M | Hold |
17,522
| – | – | 1.14% | 18 |
|
|
2021
Q4 | $3.62M | Hold |
17,522
| – | – | 1.05% | 20 |
|
|
2021
Q3 | $3.36M | Hold |
17,522
| – | – | 1.08% | 20 |
|
|
2021
Q2 | $3.81M | Hold |
17,522
| – | – | 1.13% | 21 |
|
|
2021
Q1 | $4.06M | Hold |
17,522
| – | – | 1.03% | 27 |
|
|
2020
Q4 | $3.19M | Sell |
17,522
-30
| -0.2% | -$5.46K | 0.87% | 27 |
|
|
2020
Q3 | $2.62M | Sell |
17,552
-35
| -0.2% | -$5.22K | 0.92% | 31 |
|
|
2020
Q2 | $2.22M | Buy |
17,587
+24
| +0.1% | +$3.04K | 0.84% | 29 |
|
|
2020
Q1 | $2.04M | Buy |
17,563
+6,538
| +59% | +$759K | 0.79% | 29 |
|
|
2019
Q4 | $1.63M | Sell |
11,025
-2,331
| -17% | -$344K | 1.22% | 30 |
|
|
2019
Q3 | $1.69M | Buy |
13,356
+89
| +0.7% | +$11.2K | 1.3% | 31 |
|
|
2019
Q2 | $1.81M | Buy |
13,267
+194
| +1% | +$26.4K | 1.39% | 28 |
|
|
2019
Q1 | $1.77M | Buy |
13,073
+407
| +3% | +$55.1K | 1.57% | 28 |
|
|
2018
Q4 | $1.61M | Buy |
12,666
+541
| +4% | +$68.7K | 1.61% | 26 |
|
|
2018
Q3 | $1.85M | Sell |
12,125
-9
| -0.1% | -$1.37K | 1.63% | 25 |
|
|
2018
Q2 | $1.65M | Sell |
12,134
-1,664
| -12% | -$226K | 1.65% | 24 |
|
|
2018
Q1 | $2.03M | Buy |
13,798
+138
| +1% | +$20.3K | 2.12% | 12 |
|
|
2017
Q4 | $2.15M | Buy |
13,660
+177
| +1% | +$27.9K | 2.09% | 13 |
|
|
2017
Q3 | $1.68M | Sell |
13,483
-412
| -3% | -$51.4K | 1.72% | 20 |
|
|
2017
Q2 | $1.49M | Buy |
13,895
+174
| +1% | +$18.7K | 1.53% | 27 |
|
|
2017
Q1 | $1.27M | Sell |
13,721
-1,120
| -8% | -$104K | 1.41% | 31 |
|
|
2016
Q4 | $1.38M | Hold |
14,841
| – | – | 1.63% | 18 |
|
|
2016
Q3 | $1.32M | Hold |
14,841
| – | – | 1.46% | 23 |
|
|
2016
Q2 | $1.13M | Sell |
14,841
-36
| -0.2% | -$2.73K | 1.28% | 29 |
|
|
2016
Q1 | $1.14M | Buy |
14,877
+200
| +1% | +$15.3K | 1.34% | 27 |
|
|
2015
Q4 | $997K | Buy |
14,677
+3,001
| +26% | +$204K | 1.11% | 35 |
|
|
2015
Q3 | $763K | Buy |
11,676
+2,433
| +26% | +$159K | 0.98% | 38 |
|
|
2015
Q2 | $784K | Buy |
9,243
+685
| +8% | +$58.1K | 0.93% | 38 |
|
|
2015
Q1 | $684K | Buy |
8,558
+55
| +0.6% | +$4.4K | 0.73% | 45 |
|
|
2014
Q4 | $778K | Hold |
8,503
| – | – | 0.88% | 39 |
|
|
2014
Q3 | $842K | Sell |
8,503
-946
| -10% | -$93.7K | 1.02% | 31 |
|
|
2014
Q2 | $1.03M | Sell |
9,449
-134
| -1% | -$14.6K | 1.24% | 25 |
|
|
2014
Q1 | $952K | Buy |
9,583
+60
| +0.6% | +$5.96K | 1.2% | 28 |
|
|
2013
Q4 | $865K | Buy |
9,523
+439
| +5% | +$39.9K | 1.17% | 30 |
|
|
2013
Q3 | $758K | Buy |
9,084
+4,824
| +113% | +$403K | 1.04% | 32 |
|
|
2013
Q2 | $351K | Buy |
+4,260
| New | +$351K | 0.58% | 52 |
|