IMS Capital Management’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 | $2.09M | Hold |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $535K | Hold |
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|
2024
Q3 | $577K | Hold |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $436K | Hold |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $366K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Hold |
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|
2019
Q3 | $205K | Hold |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $266K | Hold |
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|
2018
Q2 | $237K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $903K | Buy |
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|
2014
Q3 | $561K | Sell |
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|
2014
Q2 | $1.03M | Buy |
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|
2014
Q1 | $940K | Buy |
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