Founders Capital Management (Texas)’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$69.9K	Hold	180	–	–	0.04%	109
2025 Q1	$59.4K	Sell	180 -47	-21%	-$15.5K	0.04%	120
2024 Q4	$82.5K	Hold	227	–	–	0.05%	95
2024 Q3	$88.9K	Buy	227 +8	+4%	+$3.13K	0.05%	89
2024 Q2	$73.1K	Hold	219	–	–	0.05%	105
2024 Q1	$80.4K	Sell	219 -30	-12%	-$11K	0.05%	102
2023 Q4	$73.7K	Sell	249 -13	-5%	-$3.85K	0.05%	104
2023 Q3	$71.7K	Buy	262 +137	+110%	+$37.5K	0.05%	101
2023 Q2	$30.8K	Buy	125 +14	+13%	+$3.45K	0.02%	184
2023 Q1	$25K	Buy	111 +31	+39%	+$6.98K	0.02%	204
2022 Q4	$19K	Hold	80	–	–	0.01%	228
2022 Q3	$13K	Hold	80	–	–	0.01%	266
2022 Q2	$14K	Hold	80	–	–	0.01%	272
2022 Q1	$17K	Hold	80	–	–	0.01%	228
2021 Q4	$17K	Hold	80	–	–	0.01%	228
2021 Q3	$15K	Hold	80	–	–	0.01%	240
2021 Q2	$17K	Hold	80	–	–	0.01%	222
2021 Q1	$19K	Hold	80	–	–	0.01%	198
2020 Q4	$15K	Buy	+80	New	+$15K	0.01%	217
2020 Q1	$9K	Hold	80	–	–	0.01%	221
2019 Q4	$12K	Hold	80	–	–	0.01%	232
2019 Q3	$10K	Hold	80	–	–	0.01%	249
2019 Q2	$11K	Hold	80	–	–	0.01%	248
2019 Q1	$11K	Hold	80	–	–	0.01%	243
2018 Q4	$10K	Hold	80	–	–	0.01%	236
2018 Q3	$12K	Hold	80	–	–	0.01%	228
2018 Q2	$11K	Hold	80	–	–	0.01%	236
2018 Q1	$12K	Hold	80	–	–	0.01%	263
2017 Q4	$13K	Hold	80	–	–	0.01%	254
2017 Q3	$10K	Hold	80	–	–	0.01%	276
2017 Q2	$9K	Hold	80	–	–	0.01%	284
2017 Q1	$7K	Buy	+80	New	+$7K	0.01%	322