Farmers & Merchants Investments Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3M | Buy |
26,587
+124
| +0.5% | +$48.1K | 0.3% | 95 |
|
2025
Q1 | $8.73M | Sell |
26,463
-343
| -1% | -$113K | 0.28% | 100 |
|
2024
Q4 | $9.72M | Sell |
26,806
-186
| -0.7% | -$67.5K | 0.3% | 93 |
|
2024
Q3 | $10.6M | Buy |
26,992
+141
| +0.5% | +$55.1K | 0.33% | 90 |
|
2024
Q2 | $8.94M | Buy |
26,851
+129
| +0.5% | +$43K | 0.3% | 96 |
|
2024
Q1 | $9.79M | Buy |
26,722
+119
| +0.4% | +$43.6K | 0.33% | 90 |
|
2023
Q4 | $7.87M | Sell |
26,603
-297
| -1% | -$87.8K | 0.29% | 95 |
|
2023
Q3 | $7.34M | Buy |
26,900
+178
| +0.7% | +$48.6K | 0.29% | 94 |
|
2023
Q2 | $6.57M | Sell |
26,722
-915
| -3% | -$225K | 0.25% | 106 |
|
2023
Q1 | $6.32M | Buy |
27,637
+73
| +0.3% | +$16.7K | 0.25% | 107 |
|
2022
Q4 | $6.6M | Buy |
27,564
+24
| +0.1% | +$5.75K | 0.27% | 102 |
|
2022
Q3 | $4.52M | Sell |
27,540
-62
| -0.2% | -$10.2K | 0.2% | 116 |
|
2022
Q2 | $4.93M | Buy |
27,602
+209
| +0.8% | +$37.4K | 0.21% | 117 |
|
2022
Q1 | $6.1M | Buy |
27,393
+517
| +2% | +$115K | 0.23% | 107 |
|
2021
Q4 | $5.56M | Sell |
26,876
-970
| -3% | -$201K | 0.21% | 115 |
|
2021
Q3 | $5.35M | Sell |
27,846
-216
| -0.8% | -$41.5K | 0.23% | 110 |
|
2021
Q2 | $6.11M | Buy |
28,062
+277
| +1% | +$60.3K | 0.27% | 106 |
|
2021
Q1 | $6.44M | Buy |
27,785
+54
| +0.2% | +$12.5K | 0.31% | 103 |
|
2020
Q4 | $5.05M | Sell |
27,731
-150
| -0.5% | -$27.3K | 0.26% | 110 |
|
2020
Q3 | $4.16M | Buy |
27,881
+132
| +0.5% | +$19.7K | 0.25% | 112 |
|
2020
Q2 | $3.51M | Buy |
27,749
+317
| +1% | +$40.1K | 0.23% | 116 |
|
2020
Q1 | $3.18M | Buy |
27,432
+672
| +3% | +$78K | 0.24% | 111 |
|
2019
Q4 | $3.95M | Buy |
26,760
+930
| +4% | +$137K | 0.24% | 113 |
|
2019
Q3 | $3.26M | Buy |
25,830
+629
| +2% | +$79.5K | 0.21% | 122 |
|
2019
Q2 | $3.44M | Buy |
25,201
+8,222
| +48% | +$1.12M | 0.22% | 119 |
|
2019
Q1 | $2.3M | Buy |
16,979
+153
| +0.9% | +$20.7K | 0.15% | 131 |
|
2018
Q4 | $2.14M | Buy |
16,826
+12,000
| +249% | +$1.52M | 0.16% | 130 |
|
2018
Q3 | $736K | Buy |
4,826
+70
| +1% | +$10.7K | 0.05% | 168 |
|
2018
Q2 | $645K | Sell |
4,756
-100
| -2% | -$13.6K | 0.05% | 172 |
|
2018
Q1 | $716K | Buy |
4,856
+9
| +0.2% | +$1.33K | 0.05% | 173 |
|
2017
Q4 | $764K | Sell |
4,847
-202
| -4% | -$31.8K | 0.06% | 171 |
|
2017
Q3 | $630K | Buy |
5,049
+64
| +1% | +$7.99K | 0.05% | 174 |
|
2017
Q2 | $536K | Buy |
4,985
+695
| +16% | +$74.7K | 0.04% | 188 |
|
2017
Q1 | $398K | Sell |
4,290
-10,695
| -71% | -$992K | 0.04% | 198 |
|
2016
Q4 | $1.39M | Buy |
14,985
+1,405
| +10% | +$130K | 0.13% | 149 |
|
2016
Q3 | $1.21M | Buy |
13,580
+3,815
| +39% | +$339K | 0.13% | 150 |
|
2016
Q2 | $740K | Sell |
9,765
-690
| -7% | -$52.3K | 0.08% | 159 |
|
2016
Q1 | $800K | Buy |
10,455
+339
| +3% | +$25.9K | 0.09% | 153 |
|
2015
Q4 | $687K | Sell |
10,116
-204
| -2% | -$13.9K | 0.09% | 157 |
|
2015
Q3 | $675K | Buy |
10,320
+60
| +0.6% | +$3.92K | 0.09% | 151 |
|
2015
Q2 | $870K | Sell |
10,260
-950
| -8% | -$80.6K | 0.11% | 148 |
|
2015
Q1 | $897K | Buy |
11,210
+840
| +8% | +$67.2K | 0.11% | 147 |
|
2014
Q4 | $949K | Sell |
10,370
-2,000
| -16% | -$183K | 0.12% | 145 |
|
2014
Q3 | $1.23M | Buy |
12,370
+1,010
| +9% | +$100K | 0.16% | 137 |
|
2014
Q2 | $1.23M | Sell |
11,360
-85
| -0.7% | -$9.23K | 0.16% | 137 |
|
2014
Q1 | $1.14M | Sell |
11,445
-225
| -2% | -$22.4K | 0.16% | 138 |
|
2013
Q4 | $1.06M | Buy |
11,670
+1,700
| +17% | +$154K | 0.15% | 141 |
|
2013
Q3 | $831K | Sell |
9,970
-1,130
| -10% | -$94.2K | 0.13% | 139 |
|
2013
Q2 | $916K | Buy |
+11,100
| New | +$916K | 0.14% | 139 |
|