Exchange Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $358K | Hold |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $318K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $12K | Hold |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $9K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.06M | Buy |
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