Dudley Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Sell |
2,069
-14
| -0.7% | -$5.44K | 0.4% | 61 |
|
|
2025
Q1 | $687K | Sell |
2,083
-74
| -3% | -$24.4K | 0.36% | 64 |
|
|
2024
Q4 | $782K | Sell |
2,157
-4
| -0.2% | -$1.45K | 0.39% | 59 |
|
|
2024
Q3 | $845K | Buy |
2,161
+207
| +11% | +$81K | 0.44% | 59 |
|
|
2024
Q2 | $651K | Buy |
1,954
+348
| +22% | +$116K | 0.36% | 62 |
|
|
2024
Q1 | $584K | Buy |
1,606
+420
| +35% | +$153K | 0.34% | 67 |
|
|
2023
Q4 | $351K | Buy |
1,186
+7
| +0.6% | +$2.07K | 0.22% | 83 |
|
|
2023
Q3 | $322K | Sell |
1,179
-19
| -2% | -$5.19K | 0.23% | 82 |
|
|
2023
Q2 | $295K | Sell |
1,198
-138
| -10% | -$34K | 0.2% | 87 |
|
|
2023
Q1 | $306K | Buy |
1,336
+51
| +4% | +$11.7K | 0.21% | 84 |
|
|
2022
Q4 | $308K | Buy |
+1,285
| New | +$308K | 0.22% | 83 |
|