KCM 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 | $20M | Sell |
51,441
-781
| -1% | -$303K | 0.67% | 41 |
|
|
2025
Q1 | $17.2M | Sell |
52,222
-1,586
| -3% | -$523K | 0.62% | 43 |
|
|
2024
Q4 | $19.5M | Sell |
53,808
-197
| -0.4% | -$71.5K | 0.67% | 40 |
|
|
2024
Q3 | $21.1M | Sell |
54,005
-509
| -0.9% | -$199K | 0.72% | 40 |
|
|
2024
Q2 | $18.2M | Sell |
54,514
-674
| -1% | -$225K | 0.65% | 43 |
|
|
2024
Q1 | $20.2M | Sell |
55,188
-457
| -0.8% | -$167K | 0.75% | 40 |
|
|
2023
Q4 | $16.5M | Sell |
55,645
-2,757
| -5% | -$815K | 0.66% | 42 |
|
|
2023
Q3 | $15.9M | Sell |
58,402
-984
| -2% | -$269K | 0.69% | 41 |
|
|
2023
Q2 | $14.6M | Sell |
59,386
-488
| -0.8% | -$120K | 0.59% | 50 |
|
|
2023
Q1 | $13.7M | Sell |
59,874
-217
| -0.4% | -$49.7K | 0.55% | 53 |
|
|
2022
Q4 | $14.4M | Sell |
60,091
-1,241
| -2% | -$297K | 0.62% | 50 |
|
|
2022
Q3 | $10.1M | Sell |
61,332
-1,447
| -2% | -$237K | 0.47% | 58 |
|
|
2022
Q2 | $11.2M | Buy |
62,779
+797
| +1% | +$142K | 0.49% | 57 |
|
|
2022
Q1 | $13.8M | Buy |
61,982
+1,765
| +3% | +$393K | 0.51% | 55 |
|
|
2021
Q4 | $12.4M | Buy |
60,217
+6,410
| +12% | +$1.33M | 0.43% | 58 |
|
|
2021
Q3 | $10.3M | Buy |
53,807
+13,322
| +33% | +$2.56M | 0.41% | 60 |
|
|
2021
Q2 | $8.81M | Buy |
40,485
+7,178
| +22% | +$1.56M | 0.36% | 66 |
|
|
2021
Q1 | $7.72M | Buy |
33,307
+3,259
| +11% | +$756K | 0.34% | 69 |
|
|
2020
Q4 | $5.47M | Buy |
30,048
+743
| +3% | +$135K | 0.26% | 87 |
|
|
2020
Q3 | $4.37M | Buy |
29,305
+501
| +2% | +$74.7K | 0.24% | 85 |
|
|
2020
Q2 | $3.64M | Sell |
28,804
-538
| -2% | -$68.1K | 0.21% | 92 |
|
|
2020
Q1 | $3.41M | Sell |
29,342
-911
| -3% | -$106K | 0.23% | 86 |
|
|
2019
Q4 | $4.47M | Sell |
30,253
-3,773
| -11% | -$557K | 0.24% | 89 |
|
|
2019
Q3 | $4.3M | Sell |
34,026
-1,753
| -5% | -$221K | 0.25% | 91 |
|
|
2019
Q2 | $4.88M | Sell |
35,779
-828
| -2% | -$113K | 0.29% | 88 |
|
|
2019
Q1 | $4.96M | Buy |
36,607
+4,933
| +16% | +$668K | 0.32% | 81 |
|
|
2018
Q4 | $4.03M | Buy |
31,674
+1,112
| +4% | +$141K | 0.27% | 87 |
|
|
2018
Q3 | $4.66M | Buy |
30,562
+7
| +0% | +$1.07K | 0.27% | 92 |
|
|
2018
Q2 | $4.15M | Sell |
30,555
-29
| -0.1% | -$3.93K | 0.26% | 91 |
|
|
2018
Q1 | $4.51M | Buy |
30,584
+106
| +0.3% | +$15.6K | 0.27% | 91 |
|
|
2017
Q4 | $4.8M | Sell |
30,478
-80
| -0.3% | -$12.6K | 0.28% | 93 |
|
|
2017
Q3 | $3.81M | Sell |
30,558
-313
| -1% | -$39K | 0.23% | 110 |
|
|
2017
Q2 | $3.32M | Sell |
30,871
-934
| -3% | -$100K | 0.21% | 122 |
|
|
2017
Q1 | $2.95M | Buy |
31,805
+2
| +0% | +$186 | 0.19% | 132 |
|
|
2016
Q4 | $2.95M | Sell |
31,803
-40
| -0.1% | -$3.71K | 0.2% | 127 |
|
|
2016
Q3 | $2.83M | Sell |
31,843
-240
| -0.7% | -$21.3K | 0.19% | 128 |
|
|
2016
Q2 | $2.43M | Sell |
32,083
-207
| -0.6% | -$15.7K | 0.17% | 148 |
|
|
2016
Q1 | $2.47M | Buy |
32,290
+780
| +2% | +$59.7K | 0.18% | 139 |
|
|
2015
Q4 | $2.14M | Buy |
31,510
+7
| +0% | +$476 | 0.17% | 155 |
|
|
2015
Q3 | $2.06M | Buy |
31,503
+730
| +2% | +$47.7K | 0.17% | 163 |
|
|
2015
Q2 | $2.61M | Buy |
30,773
+9,431
| +44% | +$800K | 0.21% | 136 |
|
|
2015
Q1 | $1.71M | Buy |
21,342
+64
| +0.3% | +$5.12K | 0.14% | 188 |
|
|
2014
Q4 | $1.95M | Buy |
21,278
+27
| +0.1% | +$2.47K | 0.16% | 160 |
|
|
2014
Q3 | $2.11M | Buy |
21,251
+83
| +0.4% | +$8.22K | 0.19% | 146 |
|
|
2014
Q2 | $2.3M | Buy |
21,168
+2,540
| +14% | +$276K | 0.22% | 131 |
|
|
2014
Q1 | $1.85M | Buy |
18,628
+5
| +0% | +$497 | 0.19% | 147 |
|
|
2013
Q4 | $1.69M | Sell |
18,623
-32,956
| -64% | -$2.99M | 0.18% | 149 |
|
|
2013
Q3 | $4.3M | Sell |
51,579
-6,957
| -12% | -$580K | 0.51% | 48 |
|
|
2013
Q2 | $4.83M | Buy |
+58,536
| New | +$4.83M | 0.58% | 41 |
|