Investment House LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
5,808
+100
| +2% | +$38.8K | 0.11% | 115 |
|
|
2025
Q1 | $1.88M | Sell |
5,708
-25
| -0.4% | -$8.25K | 0.11% | 118 |
|
|
2024
Q4 | $2.08M | Sell |
5,733
-50
| -0.9% | -$18.1K | 0.11% | 111 |
|
|
2024
Q3 | $2.26M | Buy |
5,783
+160
| +3% | +$62.6K | 0.12% | 113 |
|
|
2024
Q2 | $1.87M | Hold |
5,623
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $2.06M | Hold |
5,623
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $1.66M | Hold |
5,623
| – | – | 0.12% | 101 |
|
|
2023
Q3 | $1.54M | Hold |
5,623
| – | – | 0.12% | 98 |
|
|
2023
Q2 | $1.38M | Sell |
5,623
-582
| -9% | -$143K | 0.1% | 106 |
|
|
2023
Q1 | $1.42M | Buy |
6,205
+100
| +2% | +$22.9K | 0.12% | 97 |
|
|
2022
Q4 | $1.46M | Buy |
6,105
+165
| +3% | +$39.5K | 0.14% | 86 |
|
|
2022
Q3 | $975K | Buy |
5,940
+1,212
| +26% | +$199K | 0.09% | 101 |
|
|
2022
Q2 | $845K | Hold |
4,728
| – | – | 0.07% | 104 |
|
|
2022
Q1 | $1.05M | Sell |
4,728
-100
| -2% | -$22.3K | 0.08% | 105 |
|
|
2021
Q4 | $998K | Hold |
4,828
| – | – | 0.06% | 113 |
|
|
2021
Q3 | $927K | Sell |
4,828
-1,278
| -21% | -$245K | 0.07% | 116 |
|
|
2021
Q2 | $1.33M | Hold |
6,106
| – | – | 0.09% | 109 |
|
|
2021
Q1 | $1.42M | Sell |
6,106
-3,599
| -37% | -$835K | 0.11% | 99 |
|
|
2020
Q4 | $1.77M | Sell |
9,705
-301
| -3% | -$54.8K | 0.12% | 97 |
|
|
2020
Q3 | $1.49M | Hold |
10,006
| – | – | 0.12% | 98 |
|
|
2020
Q2 | $1.27M | Buy |
10,006
+3,600
| +56% | +$455K | 0.11% | 100 |
|
|
2020
Q1 | $743K | Hold |
6,406
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $946K | Hold |
6,406
| – | – | 0.09% | 124 |
|
|
2019
Q3 | $809K | Hold |
6,406
| – | – | 0.08% | 122 |
|
|
2019
Q2 | $873K | Sell |
6,406
-50
| -0.8% | -$6.81K | 0.09% | 113 |
|
|
2019
Q1 | $875K | Sell |
6,456
-300
| -4% | -$40.7K | 0.09% | 117 |
|
|
2018
Q4 | $858K | Sell |
6,756
-3,308
| -33% | -$420K | 0.11% | 108 |
|
|
2018
Q3 | $1.54M | Sell |
10,064
-200
| -2% | -$30.5K | 0.16% | 98 |
|
|
2018
Q2 | $1.39M | Buy |
10,264
+346
| +3% | +$46.9K | 0.16% | 96 |
|
|
2018
Q1 | $1.46M | Sell |
9,918
-469
| -5% | -$69.1K | 0.18% | 95 |
|
|
2017
Q4 | $1.64M | Hold |
10,387
| – | – | 0.2% | 93 |
|
|
2017
Q3 | $1.3M | Hold |
10,387
| – | – | 0.17% | 95 |
|
|
2017
Q2 | $1.12M | Sell |
10,387
-300
| -3% | -$32.2K | 0.15% | 107 |
|
|
2017
Q1 | $991K | Sell |
10,687
-400
| -4% | -$37.1K | 0.14% | 107 |
|
|
2016
Q4 | $1.03M | Buy |
11,087
+100
| +0.9% | +$9.27K | 0.16% | 101 |
|
|
2016
Q3 | $975K | Hold |
10,987
| – | – | 0.15% | 107 |
|
|
2016
Q2 | $833K | Sell |
10,987
-1,300
| -11% | -$98.6K | 0.13% | 108 |
|
|
2016
Q1 | $940K | Hold |
12,287
| – | – | 0.15% | 103 |
|
|
2015
Q4 | $835K | Sell |
12,287
-749
| -6% | -$50.9K | 0.14% | 103 |
|
|
2015
Q3 | $852K | Sell |
13,036
-100
| -0.8% | -$6.54K | 0.15% | 105 |
|
|
2015
Q2 | $1.11M | Hold |
13,136
| – | – | 0.18% | 100 |
|
|
2015
Q1 | $1.05M | Hold |
13,136
| – | – | 0.17% | 101 |
|
|
2014
Q4 | $1.2M | Sell |
13,136
-1
| -0% | -$92 | 0.19% | 96 |
|
|
2014
Q3 | $1.3M | Buy |
13,137
+150
| +1% | +$14.9K | 0.22% | 95 |
|
|
2014
Q2 | $1.41M | Sell |
12,987
-1,100
| -8% | -$120K | 0.24% | 91 |
|
|
2014
Q1 | $1.4M | Sell |
14,087
-1,350
| -9% | -$134K | 0.25% | 93 |
|
|
2013
Q4 | $1.4M | Sell |
15,437
-750
| -5% | -$68.1K | 0.25% | 86 |
|
|
2013
Q3 | $1.35M | Buy |
16,187
+350
| +2% | +$29.2K | 0.27% | 80 |
|
|
2013
Q2 | $1.31M | Buy |
+15,837
| New | +$1.31M | 0.28% | 80 |
|