Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
3,669
-16
| -0.4% | -$6.21K | 0.54% | 53 |
|
|
2025
Q1 | $1.22M | Buy |
3,685
+260
| +8% | +$85.7K | 0.5% | 55 |
|
|
2024
Q4 | $1.24M | Buy |
3,425
+3
| +0.1% | +$1.09K | 0.51% | 54 |
|
|
2024
Q3 | $1.34M | Sell |
3,422
-21
| -0.6% | -$8.21K | 0.56% | 50 |
|
|
2024
Q2 | $1.15M | Sell |
3,443
-205
| -6% | -$68.3K | 0.52% | 52 |
|
|
2024
Q1 | $1.34M | Buy |
3,648
+4
| +0.1% | +$1.47K | 0.61% | 47 |
|
|
2023
Q4 | $1.08M | Sell |
3,644
-7
| -0.2% | -$2.07K | 0.53% | 52 |
|
|
2023
Q3 | $997K | Sell |
3,651
-264
| -7% | -$72.1K | 0.52% | 52 |
|
|
2023
Q2 | $963K | Sell |
3,915
-877
| -18% | -$216K | 0.5% | 55 |
|
|
2023
Q1 | $1.1M | Buy |
4,792
+7
| +0.1% | +$1.6K | 0.58% | 51 |
|
|
2022
Q4 | $1.15M | Sell |
4,785
-4,469
| -48% | -$1.07M | 0.61% | 50 |
|
|
2022
Q3 | $1.52M | Buy |
9,254
+4,484
| +94% | +$736K | 0.45% | 66 |
|
|
2022
Q2 | $853K | Buy |
4,770
+6
| +0.1% | +$1.07K | 0.42% | 64 |
|
|
2022
Q1 | $1.06M | Buy |
4,764
+8
| +0.2% | +$1.78K | 0.45% | 56 |
|
|
2021
Q4 | $983K | Buy |
4,756
+357
| +8% | +$73.8K | 0.4% | 58 |
|
|
2021
Q3 | $845K | Buy |
4,399
+6
| +0.1% | +$1.15K | 0.38% | 60 |
|
|
2021
Q2 | $956K | Sell |
4,393
-741
| -14% | -$161K | 0.44% | 52 |
|
|
2021
Q1 | $1.19M | Buy |
5,134
+7
| +0.1% | +$1.62K | 0.58% | 43 |
|
|
2020
Q4 | $933K | Sell |
5,127
-193
| -4% | -$35.1K | 0.5% | 49 |
|
|
2020
Q3 | $793K | Sell |
5,320
-1,819
| -25% | -$271K | 0.47% | 52 |
|
|
2020
Q2 | $903K | Sell |
7,139
-154
| -2% | -$19.5K | 0.53% | 54 |
|
|
2020
Q1 | $846K | Buy |
7,293
+1,569
| +27% | +$182K | 0.61% | 51 |
|
|
2019
Q4 | $845K | Sell |
5,724
-656
| -10% | -$96.8K | 0.57% | 53 |
|
|
2019
Q3 | $806K | Buy |
6,380
+166
| +3% | +$21K | 0.59% | 52 |
|
|
2019
Q2 | $847K | Buy |
6,214
+436
| +8% | +$59.4K | 0.61% | 51 |
|
|
2019
Q1 | $783K | Sell |
5,778
-614
| -10% | -$83.2K | 0.57% | 55 |
|
|
2018
Q4 | $812K | Sell |
6,392
-493
| -7% | -$62.6K | 0.69% | 50 |
|
|
2018
Q3 | $396 | Buy |
6,885
+11
| +0.2% | +$1 | 0.22% | 70 |
|
|
2018
Q2 | $933K | Sell |
6,874
-992
| -13% | -$135K | 0.69% | 46 |
|
|
2018
Q1 | $1.16M | Buy |
7,866
+451
| +6% | +$66.5K | 0.86% | 37 |
|
|
2017
Q4 | $1.17M | Buy |
7,415
+246
| +3% | +$38.8K | 0.87% | 37 |
|
|
2017
Q3 | $894K | Buy |
7,169
+13
| +0.2% | +$1.62K | 0.77% | 45 |
|
|
2017
Q2 | $769K | Buy |
7,156
+343
| +5% | +$36.9K | 0.7% | 52 |
|
|
2017
Q1 | $632K | Buy |
6,813
+176
| +3% | +$16.3K | 0.61% | 57 |
|
|
2016
Q4 | $616K | Sell |
6,637
-4,880
| -42% | -$453K | 0.6% | 60 |
|
|
2016
Q3 | $1.02M | Buy |
11,517
+4,085
| +55% | +$362K | 0.58% | 58 |
|
|
2016
Q2 | $563K | Sell |
7,432
-2,905
| -28% | -$220K | 0.56% | 64 |
|
|
2016
Q1 | $702K | Buy |
10,337
+3,745
| +57% | +$254K | 0.46% | 69 |
|
|
2015
Q4 | $445K | Sell |
6,592
-180
| -3% | -$12.2K | 0.54% | 66 |
|
|
2015
Q3 | $440K | Sell |
6,772
-402
| -6% | -$26.1K | 0.58% | 62 |
|
|
2015
Q2 | $605K | Sell |
7,174
-585
| -8% | -$49.3K | 0.73% | 58 |
|
|
2015
Q1 | $623K | Buy |
7,759
+244
| +3% | +$19.6K | 0.69% | 56 |
|
|
2014
Q4 | $688K | Buy |
+7,515
| New | +$688K | 0.79% | 49 |
|