Grimes & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
3,318
-33
| -1% | -$12.8K | 0.04% | 194 |
|
|
2025
Q1 | $1.11M | Sell |
3,351
-3
| -0.1% | -$989 | 0.03% | 182 |
|
|
2024
Q4 | $1.22M | Buy |
3,354
+164
| +5% | +$59.5K | 0.04% | 183 |
|
|
2024
Q3 | $1.25M | Buy |
3,190
+16
| +0.5% | +$6.26K | 0.03% | 173 |
|
|
2024
Q2 | $1.06M | Buy |
3,174
+84
| +3% | +$28K | 0.03% | 173 |
|
|
2024
Q1 | $1.13M | Sell |
3,090
-1
| -0% | -$366 | 0.03% | 168 |
|
|
2023
Q4 | $914K | Buy |
3,091
+710
| +30% | +$210K | 0.03% | 179 |
|
|
2023
Q3 | $650K | Sell |
2,381
-366
| -13% | -$99.9K | 0.03% | 186 |
|
|
2023
Q2 | $676K | Sell |
2,747
-1,420
| -34% | -$349K | 0.02% | 183 |
|
|
2023
Q1 | $954K | Buy |
4,167
+2,888
| +226% | +$661K | 0.04% | 159 |
|
|
2022
Q4 | $306K | Buy |
1,279
+5
| +0.4% | +$1.2K | 0.01% | 236 |
|
|
2022
Q3 | $209K | Sell |
1,274
-17
| -1% | -$2.79K | 0.01% | 252 |
|
|
2022
Q2 | $231K | Buy |
1,291
+117
| +10% | +$20.9K | 0.01% | 244 |
|
|
2022
Q1 | $262K | Hold |
1,174
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $243K | Sell |
1,174
-293
| -20% | -$60.6K | 0.01% | 271 |
|
|
2021
Q3 | $282K | Sell |
1,467
-798
| -35% | -$153K | 0.01% | 247 |
|
|
2021
Q2 | $493K | Buy |
2,265
+400
| +21% | +$87.1K | 0.02% | 200 |
|
|
2021
Q1 | $432K | Buy |
1,865
+313
| +20% | +$72.5K | 0.02% | 197 |
|
|
2020
Q4 | $283K | Hold |
1,552
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $232K | Buy |
+1,552
| New | +$232K | 0.01% | 226 |
|
|
2019
Q4 | – | Sell |
-1,820
| Closed | -$230K | – | 268 |
|
|
2019
Q3 | $230K | Buy |
1,820
+1
| +0.1% | +$126 | 0.02% | 229 |
|
|
2019
Q2 | $248K | Buy |
+1,819
| New | +$248K | 0.02% | 218 |
|
|
2018
Q4 | – | Sell |
-1,485
| Closed | -$227K | – | 232 |
|
|
2018
Q3 | $227K | Sell |
1,485
-290
| -16% | -$44.3K | 0.02% | 218 |
|
|
2018
Q2 | $241K | Buy |
1,775
+100
| +6% | +$13.6K | 0.02% | 210 |
|
|
2018
Q1 | $247K | Sell |
1,675
-120
| -7% | -$17.7K | 0.02% | 202 |
|
|
2017
Q4 | $283K | Hold |
1,795
| – | – | 0.03% | 178 |
|
|
2017
Q3 | $224K | Buy |
+1,795
| New | +$224K | 0.02% | 187 |
|
|
2015
Q4 | – | Sell |
-3,215
| Closed | -$210K | – | 199 |
|
|
2015
Q3 | $210K | Buy |
3,215
+100
| +3% | +$6.53K | 0.03% | 174 |
|
|
2015
Q2 | $264K | Sell |
3,115
-127
| -4% | -$10.8K | 0.04% | 155 |
|
|
2015
Q1 | $259K | Buy |
3,242
+136
| +4% | +$10.9K | 0.06% | 132 |
|
|
2014
Q4 | $284K | Sell |
3,106
-113
| -4% | -$10.3K | 0.07% | 125 |
|
|
2014
Q3 | $319K | Buy |
3,219
+122
| +4% | +$12.1K | 0.08% | 115 |
|
|
2014
Q2 | $337K | Buy |
3,097
+37
| +1% | +$4.03K | 0.09% | 117 |
|
|
2014
Q1 | $304K | Buy |
3,060
+7
| +0.2% | +$695 | 0.09% | 115 |
|
|
2013
Q4 | $277K | Buy |
3,053
+105
| +4% | +$9.53K | 0.08% | 108 |
|
|
2013
Q3 | $246K | Buy |
+2,948
| New | +$246K | 0.08% | 113 |
|