Fruth 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 | $3.06M | Sell |
7,878
-20
| -0.3% | -$7.76K | 0.83% | 34 |
|
2025
Q1 | $2.6M | Sell |
7,898
-5
| -0.1% | -$1.65K | 0.72% | 40 |
|
2024
Q4 | $2.87M | Hold |
7,903
| – | – | 0.79% | 37 |
|
2024
Q3 | $3.09M | Sell |
7,903
-20
| -0.3% | -$7.82K | 0.8% | 35 |
|
2024
Q2 | $2.64M | Sell |
7,923
-110
| -1% | -$36.6K | 0.72% | 42 |
|
2024
Q1 | $2.94M | Hold |
8,033
| – | – | 0.76% | 37 |
|
2023
Q4 | $2.38M | Hold |
8,033
| – | – | 0.67% | 46 |
|
2023
Q3 | $2.19M | Sell |
8,033
-100
| -1% | -$27.3K | 0.65% | 49 |
|
2023
Q2 | $2M | Sell |
8,133
-10
| -0.1% | -$2.46K | 0.57% | 62 |
|
2023
Q1 | $1.86M | Hold |
8,143
| – | – | 0.54% | 62 |
|
2022
Q4 | $1.95M | Hold |
8,143
| – | – | 0.57% | 60 |
|
2022
Q3 | $1.34M | Hold |
8,143
| – | – | 0.44% | 73 |
|
2022
Q2 | $1.82M | Hold |
8,143
| – | – | 0.5% | 65 |
|
2022
Q1 | $1.81M | Hold |
8,143
| – | – | 0.5% | 64 |
|
2021
Q4 | $1.68M | Hold |
8,143
| – | – | 0.46% | 65 |
|
2021
Q3 | $1.56M | Sell |
8,143
-110
| -1% | -$21.1K | 0.48% | 64 |
|
2021
Q2 | $1.8M | Hold |
8,253
| – | – | 0.54% | 63 |
|
2021
Q1 | $1.91M | Hold |
8,253
| – | – | 0.6% | 56 |
|
2020
Q4 | $1.5M | Hold |
8,253
| – | – | 0.52% | 62 |
|
2020
Q3 | $1.23M | Sell |
8,253
-100
| -1% | -$14.9K | 0.49% | 61 |
|
2020
Q2 | $1.06M | Hold |
8,353
| – | – | 0.45% | 67 |
|
2020
Q1 | $969K | Hold |
8,353
| – | – | 0.5% | 65 |
|
2019
Q4 | $1.23M | Hold |
8,353
| – | – | 0.47% | 73 |
|
2019
Q3 | $1.06M | Hold |
8,353
| – | – | 0.42% | 76 |
|
2019
Q2 | $1.14M | Hold |
8,353
| – | – | 0.46% | 74 |
|
2019
Q1 | $1.13M | Sell |
8,353
-100
| -1% | -$13.5K | 0.47% | 73 |
|
2018
Q4 | $1.07M | Sell |
8,453
-50
| -0.6% | -$6.35K | 0.51% | 71 |
|
2018
Q3 | $1.3M | Sell |
8,503
-200
| -2% | -$30.5K | 0.52% | 67 |
|
2018
Q2 | $1.18M | Hold |
8,703
| – | – | 0.51% | 69 |
|
2018
Q1 | $1.28M | Sell |
8,703
-550
| -6% | -$81K | 0.57% | 60 |
|
2017
Q4 | $1.46M | Sell |
9,253
-100
| -1% | -$15.8K | 0.62% | 56 |
|
2017
Q3 | $1.17M | Sell |
9,353
-60
| -0.6% | -$7.48K | 0.53% | 66 |
|
2017
Q2 | $1.01M | Hold |
9,413
| – | – | 0.48% | 74 |
|
2017
Q1 | $873K | Sell |
9,413
-500
| -5% | -$46.4K | 0.41% | 86 |
|
2016
Q4 | $919K | Hold |
9,913
| – | – | 0.42% | 84 |
|
2016
Q3 | $879K | Hold |
9,913
| – | – | 0.44% | 82 |
|
2016
Q2 | $751K | Hold |
9,913
| – | – | 0.36% | 88 |
|
2016
Q1 | $758K | Sell |
9,913
-100
| -1% | -$7.65K | 0.38% | 87 |
|
2015
Q4 | $680K | Sell |
10,013
-200
| -2% | -$13.6K | 0.35% | 88 |
|
2015
Q3 | $667K | Sell |
10,213
-250
| -2% | -$16.3K | 0.35% | 88 |
|
2015
Q2 | $887K | Sell |
10,463
-850
| -8% | -$72.1K | 0.42% | 77 |
|
2015
Q1 | $905K | Buy |
11,313
+90
| +0.8% | +$7.2K | 0.39% | 80 |
|
2014
Q4 | $1.03M | Hold |
11,223
| – | – | 0.43% | 74 |
|
2014
Q3 | $1.11M | Buy |
11,223
+1,160
| +12% | +$115K | 0.49% | 65 |
|
2014
Q2 | $1.11M | Hold |
10,063
| – | – | 0.51% | 62 |
|
2014
Q1 | $1.03M | Sell |
10,063
-100
| -1% | -$10.3K | 0.49% | 64 |
|
2013
Q4 | $922K | Sell |
10,163
-100
| -1% | -$9.07K | 0.44% | 71 |
|
2013
Q3 | $855K | Sell |
10,263
-200
| -2% | -$16.7K | 0.45% | 72 |
|
2013
Q2 | $863K | Buy |
+10,463
| New | +$863K | 0.49% | 68 |
|