J.P. Marvel Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
11,658
-76
| -0.6% | -$29.5K | 0.73% | 34 |
|
|
2025
Q1 | $3.87M | Sell |
11,734
-613
| -5% | -$202K | 0.67% | 39 |
|
|
2024
Q4 | $4.48M | Hold |
12,347
| – | – | 0.74% | 36 |
|
|
2024
Q3 | $4.83M | Sell |
12,347
-17
| -0.1% | -$6.65K | 0.79% | 33 |
|
|
2024
Q2 | $4.12M | Sell |
12,364
-95
| -0.8% | -$31.6K | 0.68% | 38 |
|
|
2024
Q1 | $4.57M | Buy |
12,459
+290
| +2% | +$106K | 0.79% | 37 |
|
|
2023
Q4 | $3.6M | Sell |
12,169
-155
| -1% | -$45.8K | 0.71% | 37 |
|
|
2023
Q3 | $3.36M | Hold |
12,324
| – | – | 0.72% | 37 |
|
|
2023
Q2 | $3.03M | Sell |
12,324
-20
| -0.2% | -$4.92K | 0.63% | 39 |
|
|
2023
Q1 | $2.82M | Sell |
12,344
-75
| -0.6% | -$17.2K | 0.64% | 40 |
|
|
2022
Q4 | $2.98M | Hold |
12,419
| – | – | 0.7% | 39 |
|
|
2022
Q3 | $2.04M | Hold |
12,419
| – | – | 0.52% | 46 |
|
|
2022
Q2 | $2.22M | Hold |
12,419
| – | – | 0.53% | 43 |
|
|
2022
Q1 | $2.77M | Buy |
12,419
+186
| +2% | +$41.4K | 0.56% | 41 |
|
|
2021
Q4 | $2.53M | Buy |
12,233
+340
| +3% | +$70.3K | 0.49% | 42 |
|
|
2021
Q3 | $2.28M | Sell |
11,893
-30
| -0.3% | -$5.76K | 0.69% | 34 |
|
|
2021
Q2 | $2.6M | Sell |
11,923
-48
| -0.4% | -$10.4K | 0.55% | 43 |
|
|
2021
Q1 | $2.78M | Buy |
11,971
+15
| +0.1% | +$3.48K | 0.66% | 42 |
|
|
2020
Q4 | $2.18M | Hold |
11,956
| – | – | 0.56% | 44 |
|
|
2020
Q3 | $1.78M | Buy |
11,956
+320
| +3% | +$47.7K | 0.51% | 44 |
|
|
2020
Q2 | $1.47M | Buy |
11,636
+140
| +1% | +$17.7K | 0.47% | 41 |
|
|
2020
Q1 | $1.33M | Buy |
11,496
+160
| +1% | +$18.6K | 0.51% | 41 |
|
|
2019
Q4 | $1.67M | Sell |
11,336
-130
| -1% | -$19.2K | 0.48% | 46 |
|
|
2019
Q3 | $1.45M | Buy |
+11,466
| New | +$1.45M | 0.46% | 49 |
|
|
2019
Q1 | $1.6M | Buy |
11,826
+250
| +2% | +$33.9K | 0.52% | 46 |
|
|
2018
Q4 | $1.47M | Buy |
+11,576
| New | +$1.47M | 0.53% | 46 |
|
|
2018
Q2 | $1.58M | Sell |
11,626
-60
| -0.5% | -$8.14K | 0.48% | 55 |
|
|
2018
Q1 | $1.72M | Hold |
11,686
| – | – | 0.53% | 52 |
|
|
2017
Q4 | $1.84M | Hold |
11,686
| – | – | 0.56% | 53 |
|
|
2017
Q3 | $1.46M | Sell |
11,686
-178
| -2% | -$22.2K | 0.46% | 54 |
|
|
2017
Q2 | $1.28M | Sell |
11,864
-30
| -0.3% | -$3.22K | 0.42% | 54 |
|
|
2017
Q1 | $1.1M | Sell |
11,894
-1,256
| -10% | -$116K | 0.36% | 54 |
|
|
2016
Q4 | $1.22M | Buy |
13,150
+900
| +7% | +$83.5K | 0.42% | 52 |
|
|
2016
Q3 | $1.09M | Buy |
12,250
+286
| +2% | +$25.4K | 0.39% | 53 |
|
|
2016
Q2 | $907K | Sell |
11,964
-562
| -4% | -$42.6K | 0.32% | 59 |
|
|
2016
Q1 | $959K | Sell |
12,526
-78
| -0.6% | -$5.97K | 0.35% | 55 |
|
|
2015
Q4 | $857K | Buy |
+12,604
| New | +$857K | 0.3% | 56 |
|
|
2015
Q2 | $1.11M | Sell |
13,094
-70
| -0.5% | -$5.94K | 0.37% | 54 |
|
|
2015
Q1 | $1.05M | Sell |
13,164
-260
| -2% | -$20.8K | 0.36% | 56 |
|
|
2014
Q4 | $1.23M | Hold |
13,424
| – | – | 0.43% | 55 |
|
|
2014
Q3 | $1.33M | Sell |
13,424
-248
| -2% | -$24.6K | 0.48% | 55 |
|
|
2014
Q2 | $1.49M | Hold |
13,672
| – | – | 0.51% | 54 |
|
|
2014
Q1 | $1.36M | Hold |
13,672
| – | – | 0.48% | 55 |
|
|
2013
Q4 | $1.24M | Sell |
13,672
-650
| -5% | -$59K | 0.44% | 54 |
|
|
2013
Q3 | $1.19M | Sell |
14,322
-265
| -2% | -$22.1K | 0.46% | 56 |
|
|
2013
Q2 | $1.2M | Buy |
+14,587
| New | +$1.2M | 0.5% | 54 |
|