Guardian 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 | $1.94M | Buy |
4,987
+400
| +9% | +$155K | 1.95% | 14 |
|
|
2025
Q1 | $1.51M | Sell |
4,587
-400
| -8% | -$132K | 1.27% | 19 |
|
|
2024
Q4 | $1.81M | Sell |
4,987
-300
| -6% | -$109K | 1.29% | 19 |
|
|
2024
Q3 | $2.07M | Hold |
5,287
| – | – | 1.78% | 17 |
|
|
2024
Q2 | $1.76M | Hold |
5,287
| – | – | 1.26% | 25 |
|
|
2024
Q1 | $1.94M | Hold |
5,287
| – | – | 1.56% | 21 |
|
|
2023
Q4 | $1.56M | Sell |
5,287
-700
| -12% | -$207K | 1.32% | 23 |
|
|
2023
Q3 | $1.63M | Hold |
5,987
| – | – | 1.49% | 24 |
|
|
2023
Q2 | $1.47M | Sell |
5,987
-3,165
| -35% | -$779K | 1.25% | 27 |
|
|
2023
Q1 | $2.12M | Buy |
9,152
+2,465
| +37% | +$572K | 1.59% | 26 |
|
|
2022
Q4 | $1.6M | Hold |
6,687
| – | – | 1.51% | 25 |
|
|
2022
Q3 | $1.1M | Hold |
6,687
| – | – | 1.11% | 30 |
|
|
2022
Q2 | $1.2M | Sell |
6,687
-3,370
| -34% | -$603K | 1.04% | 35 |
|
|
2022
Q1 | $2.23M | Buy |
+10,057
| New | +$2.23M | 1.73% | 22 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$1.49M | – | 57 |
|
|
2020
Q3 | $1.49M | Sell |
10,000
-57
| -0.6% | -$8.5K | 1.3% | 30 |
|
|
2020
Q2 | $1.27M | Sell |
10,057
-642
| -6% | -$81.2K | 1.15% | 29 |
|
|
2020
Q1 | $1.24M | Buy |
10,699
+208
| +2% | +$24.1K | 1.27% | 29 |
|
|
2019
Q4 | $1.55M | Buy |
10,491
+8
| +0.1% | +$1.18K | 1.23% | 29 |
|
|
2019
Q3 | $1.32M | Sell |
10,483
-91
| -0.9% | -$11.5K | 1.18% | 35 |
|
|
2019
Q2 | $1.44M | Sell |
10,574
-93
| -0.9% | -$12.7K | 1.25% | 31 |
|
|
2019
Q1 | $1.45M | Sell |
10,667
-288
| -3% | -$39K | 1.25% | 33 |
|
|
2018
Q4 | $1.39M | Sell |
10,955
-193
| -2% | -$24.5K | 1.29% | 31 |
|
|
2018
Q3 | $1.7M | Sell |
11,148
-594
| -5% | -$90.5K | 1.5% | 24 |
|
|
2018
Q2 | $1.59M | Buy |
11,742
+2,170
| +23% | +$294K | 1.52% | 25 |
|
|
2018
Q1 | $1.41M | Sell |
9,572
-945
| -9% | -$139K | 1.5% | 26 |
|
|
2017
Q4 | $1.66M | Sell |
10,517
-251
| -2% | -$39.5K | 1.75% | 24 |
|
|
2017
Q3 | $1.34M | Sell |
10,768
-136
| -1% | -$17K | 1.48% | 25 |
|
|
2017
Q2 | $1.17M | Sell |
10,904
-2,767
| -20% | -$297K | 1.29% | 29 |
|
|
2017
Q1 | $1.27M | Sell |
13,671
-3,993
| -23% | -$370K | 1.38% | 29 |
|
|
2016
Q4 | $1.64M | Sell |
17,664
-987
| -5% | -$91.5K | 1.89% | 19 |
|
|
2016
Q3 | $1.41M | Hold |
18,651
| – | – | 1.57% | 23 |
|
|
2016
Q2 | $1.41M | Sell |
18,651
-1,990
| -10% | -$151K | 1.57% | 23 |
|
|
2016
Q1 | $1.58M | Buy |
20,641
+1,212
| +6% | +$92.8K | 1.81% | 19 |
|
|
2015
Q4 | $1.32M | Buy |
19,429
+160
| +0.8% | +$10.9K | 1.42% | 29 |
|
|
2015
Q3 | $1.67M | Buy |
19,269
+269
| +1% | +$23.2K | 1.85% | 18 |
|
|
2015
Q2 | $1.6M | Hold |
19,000
| – | – | 1.78% | 21 |
|
|
2015
Q1 | $1.51M | Hold |
19,000
| – | – | 1.68% | 21 |
|
|
2014
Q4 | $1.74M | Buy |
19,000
+340
| +2% | +$31.1K | 1.83% | 17 |
|
|
2014
Q3 | $1.85M | Hold |
18,660
| – | – | 2.15% | 15 |
|
|
2014
Q2 | $2.02M | Hold |
18,660
| – | – | 2.21% | 15 |
|
|
2014
Q1 | $1.85M | Hold |
18,660
| – | – | 2.15% | 15 |
|
|
2013
Q4 | $1.7M | Hold |
18,660
| – | – | 1.88% | 17 |
|
|
2013
Q3 | $1.56M | Hold |
18,660
| – | – | 2.12% | 15 |
|
|
2013
Q2 | $1.54M | Buy |
+18,660
| New | +$1.54M | 2.22% | 14 |
|