Grimes & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $676K | Sell |
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|
2023
Q1 | $954K | Buy |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $232K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $241K | Buy |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $283K | Hold |
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|
2017
Q3 | $224K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $210K | Buy |
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|
2015
Q2 | $264K | Sell |
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|
2015
Q1 | $259K | Buy |
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|
2014
Q4 | $284K | Sell |
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|
2014
Q3 | $319K | Buy |
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|
2014
Q2 | $337K | Buy |
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|
2014
Q1 | $304K | Buy |
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|
2013
Q4 | $277K | Buy |
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|
2013
Q3 | $246K | Buy |
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