Eldridge Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
5,237
-6
| -0.1% | -$2.33K | 0.43% | 46 |
|
|
2025
Q1 | $1.73M | Sell |
5,243
-20
| -0.4% | -$6.6K | 0.4% | 55 |
|
|
2024
Q4 | $1.91M | Hold |
5,263
| – | – | 0.44% | 52 |
|
|
2024
Q3 | $2.06M | Buy |
5,263
+400
| +8% | +$156K | 0.48% | 45 |
|
|
2024
Q2 | $1.62M | Buy |
4,863
+133
| +3% | +$44.3K | 0.41% | 57 |
|
|
2024
Q1 | $1.73M | Hold |
4,730
| – | – | 0.44% | 52 |
|
|
2023
Q4 | $1.4M | Hold |
4,730
| – | – | 0.37% | 61 |
|
|
2023
Q3 | $1.29M | Sell |
4,730
-19
| -0.4% | -$5.19K | 0.43% | 47 |
|
|
2023
Q2 | $1.17M | Hold |
4,749
| – | – | 0.38% | 52 |
|
|
2023
Q1 | $1.09M | Hold |
4,749
| – | – | 0.38% | 54 |
|
|
2022
Q4 | $1.14M | Buy |
4,749
+37
| +0.8% | +$8.87K | 0.4% | 50 |
|
|
2022
Q3 | $773K | Hold |
4,712
| – | – | 0.3% | 56 |
|
|
2022
Q2 | $842K | Hold |
4,712
| – | – | 0.32% | 54 |
|
|
2022
Q1 | $1.05M | Hold |
4,712
| – | – | 0.36% | 48 |
|
|
2021
Q4 | $974K | Hold |
4,712
| – | – | 0.32% | 54 |
|
|
2021
Q3 | $905K | Hold |
4,712
| – | – | 0.32% | 49 |
|
|
2021
Q2 | $1.03M | Hold |
4,712
| – | – | 0.37% | 45 |
|
|
2021
Q1 | $1.09M | Hold |
4,712
| – | – | 0.42% | 39 |
|
|
2020
Q4 | $858K | Hold |
4,712
| – | – | 0.36% | 43 |
|
|
2020
Q3 | $703K | Hold |
4,712
| – | – | 0.33% | 44 |
|
|
2020
Q2 | $596K | Sell |
4,712
-400
| -8% | -$50.6K | 0.3% | 49 |
|
|
2020
Q1 | $593K | Buy |
5,112
+400
| +8% | +$46.4K | 0.34% | 41 |
|
|
2019
Q4 | $696K | Sell |
4,712
-700
| -13% | -$103K | 0.34% | 49 |
|
|
2019
Q3 | $684K | Buy |
5,412
+3,388
| +167% | +$428K | 0.35% | 43 |
|
|
2019
Q2 | $276K | Hold |
2,024
| – | – | 0.15% | 68 |
|
|
2019
Q1 | $274K | Sell |
2,024
-35
| -2% | -$4.74K | 0.15% | 68 |
|
|
2018
Q4 | $262K | Buy |
2,059
+408
| +25% | +$51.9K | 0.16% | 65 |
|
|
2018
Q3 | $251K | Sell |
1,651
-8
| -0.5% | -$1.22K | 0.16% | 60 |
|
|
2018
Q2 | $225K | Buy |
1,659
+100
| +6% | +$13.6K | 0.16% | 59 |
|
|
2018
Q1 | $229K | Buy |
1,559
+200
| +15% | +$29.4K | 0.17% | 56 |
|
|
2017
Q4 | $213K | Buy |
+1,359
| New | +$213K | 0.16% | 53 |
|