Investment Management of Virginia’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.22M | Sell |
14,086
-100
| -0.7% | -$24.2K | 0.61% | 54 |
|
|
2022
Q4 | $3.4M | Sell |
14,186
-294
| -2% | -$64K | 0.67% | 54 |
|
|
2022
Q3 | $2.38M | Buy |
14,480
+170
| +1% | +$31.1K | 0.51% | 67 |
|
|
2022
Q2 | $2.56M | Sell |
14,310
-193
| -1% | -$40.7K | 0.53% | 66 |
|
|
2022
Q1 | $3.23M | Buy |
14,503
+691
| +5% | +$145K | 0.57% | 68 |
|
|
2021
Q4 | $2.85M | Sell |
13,812
-78
| -0.6% | -$15.7K | 0.46% | 77 |
|
|
2021
Q3 | $2.67M | Buy |
13,890
+64
| +0.5% | +$13.3K | 0.51% | 71 |
|
|
2021
Q2 | $3.01M | Sell |
13,826
-580
| -4% | -$134K | 0.58% | 66 |
|
|
2021
Q1 | $3.34M | Sell |
14,406
-1,023
| -7% | -$212K | 0.67% | 53 |
|
|
2020
Q4 | $2.81M | Sell |
15,429
-692
| -4% | -$117K | 0.61% | 60 |
|
|
2020
Q3 | $2.4M | Sell |
16,121
-1,828
| -10% | -$257K | 0.6% | 59 |
|
|
2020
Q2 | $2.27M | Buy |
17,949
+1,385
| +8% | +$164K | 0.57% | 62 |
|
|
2020
Q1 | $1.92M | Sell |
16,564
-2,206
| -12% | -$282K | 0.58% | 59 |
|
|
2019
Q4 | $2.77M | Sell |
18,770
-745
| -4% | -$104K | 0.64% | 50 |
|
|
2019
Q3 | $2.46M | Sell |
19,515
-765
| -4% | -$97.2K | 0.61% | 53 |
|
|
2019
Q2 | $2.76M | Sell |
20,280
-20,586
| -50% | -$2.72M | 0.66% | 53 |
|
|
2019
Q1 | $5.54M | Buy |
40,866
+20,562
| +101% | +$2.73M | 0.66% | 52 |
|
|
2018
Q4 | $2.58M | Sell |
20,304
-7
| -0% | -$911 | 0.67% | 48 |
|
|
2018
Q3 | $3.1M | Buy |
20,311
+173
| +0.9% | +$24.5K | 0.65% | 50 |
|
|
2018
Q2 | $2.73M | Buy |
20,138
+396
| +2% | +$59.2K | 0.6% | 55 |
|
|
2018
Q1 | $2.91M | Sell |
19,742
-1,559
| -7% | -$246K | 0.68% | 50 |
|
|
2017
Q4 | $3.36M | Sell |
21,301
-909
| -4% | -$126K | 0.8% | 43 |
|
|
2017
Q3 | $2.77M | Sell |
22,210
-301
| -1% | -$34.7K | 0.65% | 51 |
|
|
2017
Q2 | $2.42M | Buy |
22,511
+20
| +0.1% | +$2.03K | 0.58% | 57 |
|
|
2017
Q1 | $2.09M | Sell |
22,491
-950
| -4% | -$89.9K | 0.51% | 62 |
|
|
2016
Q4 | $2.17M | Sell |
23,441
-485
| -2% | -$44K | 0.52% | 60 |
|
|
2016
Q3 | $2.12M | Sell |
23,926
-660
| -3% | -$54K | 0.52% | 61 |
|
|
2016
Q2 | $1.86M | Buy |
24,586
+420
| +2% | +$31.5K | 0.48% | 66 |
|
|
2016
Q1 | $1.85M | Buy |
24,166
+275
| +1% | +$18.4K | 0.49% | 66 |
|
|
2015
Q4 | $1.62M | Sell |
23,891
-530
| -2% | -$37.1K | 0.43% | 75 |
|
|
2015
Q3 | $1.6M | Buy |
24,421
+420
| +2% | +$32.1K | 0.42% | 72 |
|
|
2015
Q2 | $2.04M | Sell |
24,001
-1,519
| -6% | -$131K | 0.47% | 71 |
|
|
2015
Q1 | $2.04M | Buy |
25,520
+260
| +1% | +$21.6K | 0.46% | 72 |
|
|
2014
Q4 | $2.31M | Buy |
25,260
+290
| +1% | +$28.2K | 0.48% | 72 |
|
|
2014
Q3 | $2.47M | Sell |
24,970
-600
| -2% | -$63.6K | 0.44% | 70 |
|
|
2014
Q2 | $2.78M | Sell |
25,570
-250
| -1% | -$26.2K | 0.45% | 73 |
|
|
2014
Q1 | $2.57M | Sell |
25,820
-320
| -1% | -$30.2K | 0.42% | 77 |
|
|
2013
Q4 | $2.37M | Buy |
26,140
+820
| +3% | +$70K | 0.39% | 77 |
|
|
2013
Q3 | $2.11M | Buy |
25,320
+150
| +0.6% | +$12.7K | 0.4% | 68 |
|
|
2013
Q2 | $2.08M | Buy |
+25,170
| New | +$2.14M | 0.46% | 64 |
|
Other funds holding CAT
Investment Management of Virginia's CAT Position: Q1 2023 in Review
Investment Management of Virginia reduced its Caterpillar (CAT) stake by 0.7% in Q1 2023, selling an estimated $24.2K and leaving 14,086 shares worth $3.22M. The position accounts for 0.61% of the portfolio, ranked #54.
Investment Management of Virginia first reported a position in CAT in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.54M in Q1 2019. 2,279 funds tracked by Wall St. Rank hold CAT as of Q1 2023.
- Investment Management of Virginia held 14,086 shares of Caterpillar worth $3.22M as of Q1 2023.
- Investment Management of Virginia sold 100 Caterpillar shares in Q1 2023, an estimated $24.2K.
- Caterpillar made up 0.61% of Investment Management of Virginia's portfolio in Q1 2023, its #54 holding.
- Investment Management of Virginia first reported a position in Caterpillar in Q2 2013 and has held it in 40 quarters since.
- Investment Management of Virginia's Caterpillar position peaked at $5.54M in Q1 2019.
- 2,279 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.
Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.