Greenwood Gearhart’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
36,107
+1,642
| +5% | +$637K | 0.88% | 33 |
|
|
2025
Q1 | $11.4M | Buy |
34,465
+213
| +0.6% | +$70.2K | 0.79% | 34 |
|
|
2024
Q4 | $12.4M | Buy |
34,252
+1,177
| +4% | +$427K | 0.86% | 34 |
|
|
2024
Q3 | $12.9M | Buy |
33,075
+1,998
| +6% | +$781K | 1.08% | 32 |
|
|
2024
Q2 | $10.4M | Sell |
31,077
-157
| -0.5% | -$52.3K | 0.98% | 37 |
|
|
2024
Q1 | $11.4M | Sell |
31,234
-17,085
| -35% | -$6.26M | 1.12% | 32 |
|
|
2023
Q4 | $14.3M | Sell |
48,319
-6,186
| -11% | -$1.83M | 1.52% | 20 |
|
|
2023
Q3 | $14.9M | Buy |
54,505
+611
| +1% | +$167K | 1.76% | 17 |
|
|
2023
Q2 | $13.3M | Buy |
53,894
+2,958
| +6% | +$728K | 1.54% | 27 |
|
|
2023
Q1 | $11.7M | Buy |
50,936
+331
| +0.7% | +$75.7K | 1.48% | 30 |
|
|
2022
Q4 | $12.1M | Buy |
50,605
+632
| +1% | +$151K | 1.72% | 22 |
|
|
2022
Q3 | $8.2M | Buy |
49,973
+2,234
| +5% | +$367K | 1.3% | 33 |
|
|
2022
Q2 | $8.53M | Buy |
47,739
+1,113
| +2% | +$199K | 1.36% | 34 |
|
|
2022
Q1 | $10.4M | Buy |
46,626
+1,604
| +4% | +$357K | 1.43% | 30 |
|
|
2021
Q4 | $9.31M | Buy |
45,022
+2,138
| +5% | +$442K | 1.28% | 39 |
|
|
2021
Q3 | $8.23M | Buy |
42,884
+1,838
| +4% | +$353K | 1.28% | 36 |
|
|
2021
Q2 | $8.93M | Buy |
41,046
+1,053
| +3% | +$229K | 1.44% | 31 |
|
|
2021
Q1 | $9.27M | Sell |
39,993
-3,874
| -9% | -$898K | 1.65% | 26 |
|
|
2020
Q4 | $7.99M | Sell |
43,867
-8,932
| -17% | -$1.63M | 1.55% | 27 |
|
|
2020
Q3 | $7.88M | Sell |
52,799
-1,669
| -3% | -$249K | 1.82% | 24 |
|
|
2020
Q2 | $6.89M | Buy |
54,468
+1,191
| +2% | +$151K | 1.81% | 22 |
|
|
2020
Q1 | $6.18M | Buy |
53,277
+1,903
| +4% | +$221K | 2.02% | 23 |
|
|
2019
Q4 | $7.59M | Buy |
51,374
+619
| +1% | +$91.4K | 1.96% | 19 |
|
|
2019
Q3 | $6.41M | Buy |
50,755
+1,861
| +4% | +$235K | 1.77% | 23 |
|
|
2019
Q2 | $6.66M | Buy |
48,894
+851
| +2% | +$116K | 1.79% | 25 |
|
|
2019
Q1 | $6.51M | Buy |
48,043
+911
| +2% | +$123K | 1.91% | 27 |
|
|
2018
Q4 | $5.99M | Buy |
47,132
+2,495
| +6% | +$317K | 1.99% | 25 |
|
|
2018
Q3 | $6.81M | Buy |
44,637
+2,690
| +6% | +$410K | 1.91% | 23 |
|
|
2018
Q2 | $5.69M | Buy |
41,947
+351
| +0.8% | +$47.6K | 1.7% | 33 |
|
|
2018
Q1 | $6.13M | Buy |
41,596
+275
| +0.7% | +$40.5K | 1.87% | 28 |
|
|
2017
Q4 | $6.51M | Buy |
41,321
+1,135
| +3% | +$179K | 2.07% | 24 |
|
|
2017
Q3 | $5.01M | Buy |
40,186
+423
| +1% | +$52.8K | 1.81% | 35 |
|
|
2017
Q2 | $4.27M | Sell |
39,763
-80
| -0.2% | -$8.6K | 1.63% | 37 |
|
|
2017
Q1 | $3.7M | Sell |
39,843
-350
| -0.9% | -$32.5K | 1.39% | 43 |
|
|
2016
Q4 | $3.73M | Sell |
40,193
-19,792
| -33% | -$1.84M | 1.52% | 41 |
|
|
2016
Q3 | $5.33M | Sell |
59,985
-175
| -0.3% | -$15.5K | 2.19% | 18 |
|
|
2016
Q2 | $4.56M | Buy |
60,160
+576
| +1% | +$43.7K | 1.93% | 30 |
|
|
2016
Q1 | $4.56M | Buy |
59,584
+5,015
| +9% | +$384K | 1.96% | 29 |
|
|
2015
Q4 | $3.71M | Buy |
54,569
+341
| +0.6% | +$23.2K | 1.66% | 41 |
|
|
2015
Q3 | $3.54M | Buy |
54,228
+3,431
| +7% | +$224K | 1.69% | 40 |
|
|
2015
Q2 | $4.31M | Buy |
50,797
+1,531
| +3% | +$130K | 1.92% | 32 |
|
|
2015
Q1 | $3.94M | Buy |
49,266
+210
| +0.4% | +$16.8K | 1.71% | 39 |
|
|
2014
Q4 | $4.49M | Buy |
49,056
+1,215
| +3% | +$111K | 2.01% | 30 |
|
|
2014
Q3 | $4.74M | Sell |
47,841
-87
| -0.2% | -$8.62K | 2.17% | 25 |
|
|
2014
Q2 | $5.21M | Buy |
47,928
+303
| +0.6% | +$32.9K | 2.53% | 15 |
|
|
2014
Q1 | $4.73M | Buy |
47,625
+1,330
| +3% | +$132K | 2.34% | 11 |
|
|
2013
Q4 | $4.2M | Buy |
46,295
+1,715
| +4% | +$156K | 2.19% | 16 |
|
|
2013
Q3 | $3.72M | Buy |
44,580
+2,115
| +5% | +$176K | 2.16% | 16 |
|
|
2013
Q2 | $3.5M | Buy |
+42,465
| New | +$3.5M | 2.15% | 16 |
|