Greenwood Capital Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
1,074
| – | – | 0.05% | 204 |
|
|
2025
Q1 | $354K | Hold |
1,074
| – | – | 0.05% | 209 |
|
|
2024
Q4 | $390K | Hold |
1,074
| – | – | 0.05% | 206 |
|
|
2024
Q3 | $420K | Sell |
1,074
-63
| -6% | -$24.6K | 0.05% | 196 |
|
|
2024
Q2 | $379K | Buy |
1,137
+3
| +0.3% | +$999 | 0.05% | 203 |
|
|
2024
Q1 | $416K | Sell |
1,134
-218
| -16% | -$79.9K | 0.06% | 209 |
|
|
2023
Q4 | $400K | Buy |
+1,352
| New | +$400K | 0.05% | 209 |
|
|
2021
Q1 | – | Sell |
-2,361
| Closed | -$430K | – | 217 |
|
|
2020
Q4 | $430K | Buy |
2,361
+576
| +32% | +$105K | 0.07% | 171 |
|
|
2020
Q3 | $266K | Buy |
+1,785
| New | +$266K | 0.05% | 171 |
|
|
2019
Q2 | – | Sell |
-580
| Closed | -$79K | – | 179 |
|
|
2019
Q1 | $79K | Buy |
+580
| New | +$79K | 0.02% | 165 |
|
|
2014
Q4 | – | Sell |
-22,338
| Closed | -$2.21M | – | 151 |
|
|
2014
Q3 | $2.21M | Buy |
22,338
+623
| +3% | +$61.7K | 0.68% | 67 |
|
|
2014
Q2 | $2.36M | Buy |
+21,715
| New | +$2.36M | 0.73% | 61 |
|