Exchange 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 | $392K | Buy |
1,011
+73
| +8% | +$28.3K | 0.06% | 174 |
|
|
2025
Q1 | $309K | Sell |
938
-48
| -5% | -$15.8K | 0.05% | 188 |
|
|
2024
Q4 | $358K | Hold |
986
| – | – | 0.06% | 182 |
|
|
2024
Q3 | $386K | Sell |
986
-30
| -3% | -$11.7K | 0.06% | 166 |
|
|
2024
Q2 | $338K | Hold |
1,016
| – | – | 0.06% | 168 |
|
|
2024
Q1 | $372K | Buy |
1,016
+32
| +3% | +$11.7K | 0.06% | 164 |
|
|
2023
Q4 | $291K | Buy |
984
+60
| +6% | +$17.7K | 0.05% | 167 |
|
|
2023
Q3 | $252K | Sell |
924
-55
| -6% | -$15K | 0.05% | 166 |
|
|
2023
Q2 | $241K | Hold |
979
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $224K | Buy |
979
+26
| +3% | +$5.95K | 0.05% | 167 |
|
|
2022
Q4 | $228K | Buy |
+953
| New | +$228K | 0.05% | 154 |
|
|
2022
Q2 | – | Sell |
-1,103
| Closed | -$246K | – | 159 |
|
|
2022
Q1 | $246K | Sell |
1,103
-182
| -14% | -$40.6K | 0.05% | 157 |
|
|
2021
Q4 | $266K | Buy |
1,285
+42
| +3% | +$8.69K | 0.05% | 159 |
|
|
2021
Q3 | $239K | Hold |
1,243
| – | – | 0.05% | 159 |
|
|
2021
Q2 | $271K | Sell |
1,243
-150
| -11% | -$32.7K | 0.05% | 154 |
|
|
2021
Q1 | $323K | Sell |
1,393
-355
| -20% | -$82.3K | 0.07% | 148 |
|
|
2020
Q4 | $318K | Buy |
+1,748
| New | +$318K | 0.07% | 145 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$8K | – | 149 |
|
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 249 |
|
|
2018
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 223 |
|
|
2018
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 206 |
|
|
2017
Q4 | – | Sell |
-125
| Closed | -$16K | – | 233 |
|
|
2017
Q3 | $16K | Hold |
125
| – | – | 0.01% | 186 |
|
|
2017
Q2 | $13K | Hold |
125
| – | – | ﹤0.01% | 165 |
|
|
2017
Q1 | $12K | Hold |
125
| – | – | ﹤0.01% | 158 |
|
|
2016
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 140 |
|
|
2016
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 164 |
|
|
2016
Q2 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 173 |
|
|
2015
Q1 | – | Sell |
-31
| Closed | -$3K | – | 120 |
|
|
2014
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 229 |
|
|
2013
Q3 | – | Sell |
-24,920
| Closed | -$2.06M | – | 216 |
|
|
2013
Q2 | $2.06M | Buy |
+24,920
| New | +$2.06M | 1.15% | 49 |
|