F.L. Putnam Investment 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 | $6.31M | Sell |
16,253
-270
| -2% | -$105K | 0.11% | 146 |
|
|
2025
Q1 | $5.45M | Buy |
16,523
+195
| +1% | +$64.3K | 0.1% | 147 |
|
|
2024
Q4 | $5.92M | Buy |
16,328
+600
| +4% | +$218K | 0.11% | 146 |
|
|
2024
Q3 | $6.15M | Buy |
15,728
+505
| +3% | +$198K | 0.11% | 150 |
|
|
2024
Q2 | $5.07M | Buy |
15,223
+10,717
| +238% | +$3.57M | 0.1% | 157 |
|
|
2024
Q1 | $1.65M | Buy |
4,506
+401
| +10% | +$147K | 0.04% | 219 |
|
|
2023
Q4 | $1.21M | Sell |
4,105
-508
| -11% | -$150K | 0.03% | 242 |
|
|
2023
Q3 | $1.26M | Buy |
4,613
+17
| +0.4% | +$4.64K | 0.03% | 247 |
|
|
2023
Q2 | $1.13M | Buy |
4,596
+254
| +6% | +$62.5K | 0.03% | 263 |
|
|
2023
Q1 | $994K | Buy |
4,342
+84
| +2% | +$19.2K | 0.03% | 233 |
|
|
2022
Q4 | $1.02M | Buy |
4,258
+16
| +0.4% | +$3.83K | 0.04% | 224 |
|
|
2022
Q3 | $696K | Sell |
4,242
-1,459
| -26% | -$239K | 0.03% | 243 |
|
|
2022
Q2 | $1.02M | Buy |
5,701
+1,978
| +53% | +$354K | 0.04% | 229 |
|
|
2022
Q1 | $829K | Buy |
3,723
+107
| +3% | +$23.8K | 0.03% | 238 |
|
|
2021
Q4 | $747K | Sell |
3,616
-58
| -2% | -$12K | 0.02% | 256 |
|
|
2021
Q3 | $705K | Sell |
3,674
-829
| -18% | -$159K | 0.02% | 246 |
|
|
2021
Q2 | $980K | Buy |
4,503
+200
| +5% | +$43.5K | 0.03% | 221 |
|
|
2021
Q1 | $998K | Buy |
4,303
+307
| +8% | +$71.2K | 0.04% | 192 |
|
|
2020
Q4 | $727K | Buy |
3,996
+1,000
| +33% | +$182K | 0.03% | 201 |
|
|
2020
Q3 | $447K | Buy |
2,996
+550
| +22% | +$82.1K | 0.02% | 214 |
|
|
2020
Q2 | $309K | Sell |
2,446
-147
| -6% | -$18.6K | 0.02% | 246 |
|
|
2020
Q1 | $301K | Buy |
2,593
+205
| +9% | +$23.8K | 0.02% | 233 |
|
|
2019
Q4 | $353K | Buy |
2,388
+267
| +13% | +$39.5K | 0.02% | 248 |
|
|
2019
Q3 | $268K | Buy |
2,121
+1,101
| +108% | +$139K | 0.02% | 252 |
|
|
2019
Q2 | $139K | Buy |
+1,020
| New | +$139K | 0.01% | 236 |
|
|
2018
Q3 | – | Sell |
-10,976
| Closed | -$1.49M | – | 221 |
|
|
2018
Q2 | $1.49M | Buy |
+10,976
| New | +$1.49M | 0.14% | 122 |
|