Ken Fisher’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66B | Buy |
9,418,321
+208,196
|
|
||||
|
2025
Q1 | $3.04B | Buy |
9,210,125
+128,350
|
|
||||
|
2024
Q4 | $3.29B | Buy |
9,081,775
+129,143
|
|
||||
|
2024
Q3 | $3.5B | Buy |
8,952,632
+205,012
|
|
||||
|
2024
Q2 | $2.91B | Buy |
8,747,620
+405,979
|
|
||||
|
2024
Q1 | $3.06B | Buy |
8,341,641
+202,601
|
|
||||
|
2023
Q4 | $2.41B | Buy |
8,139,040
+173,108
|
|
||||
|
2023
Q3 | $2.17B | Buy |
7,965,932
+241,626
|
|
||||
|
2023
Q2 | $1.9B | Buy |
7,724,306
+201,384
|
|
||||
|
2023
Q1 | $1.72B | Buy |
7,522,922
+132,306
|
|
||||
|
2022
Q4 | $1.77B | Buy |
7,390,616
+100,168
|
|
||||
|
2022
Q3 | $1.2B | Sell |
7,290,448
-212,820
|
|
||||
|
2022
Q2 | $1.34B | Buy |
7,503,268
+230,946
|
|
||||
|
2022
Q1 | $1.62B | Buy |
7,272,322
+268,133
|
|
||||
|
2021
Q4 | $1.45B | Buy |
7,004,189
+168,085
|
|
||||
|
2021
Q3 | $1.31B | Buy |
6,836,104
+192,752
|
|
||||
|
2021
Q2 | $1.45B | Buy |
6,643,352
+228,718
|
|
||||
|
2021
Q1 | $1.49B | Buy |
6,414,634
+226,607
|
|
||||
|
2020
Q4 | $1.13B | Buy |
6,188,027
+194,728
|
|
||||
|
2020
Q3 | $894M | Buy |
5,993,299
+193,890
|
|
||||
|
2020
Q2 | $734M | Buy |
5,799,409
+190,262
|
|
||||
|
2020
Q1 | $651M | Buy |
5,609,147
+62,036
|
|
||||
|
2019
Q4 | $819M | Buy |
5,547,111
+170,314
|
|
||||
|
2019
Q3 | $679M | Buy |
5,376,797
+5,313,853
|
|
||||
|
2019
Q2 | $8.58M | Buy |
62,944
+33,833
|
|
||||
|
2019
Q1 | $3.94M | Buy |
29,111
+19,825
|
|
||||
|
2018
Q4 | $1.18M | Sell |
9,286
-69
|
|
||||
|
2018
Q3 | $1.43M | Buy |
9,355
+1,854
|
|
||||
|
2018
Q2 | $1.02M | Buy |
7,501
+752
|
|
||||
|
2018
Q1 | $995K | Buy |
6,749
+1,428
|
|
||||
|
2017
Q4 | $838K | Sell |
5,321
-677
|
|
||||
|
2017
Q3 | $748K | Sell |
5,998
-195
|
|
||||
|
2017
Q2 | $665K | Buy |
6,193
+1,659
|
|
||||
|
2017
Q1 | $421K | Buy |
4,534
+898
|
|
||||
|
2016
Q4 | $337K | Sell |
3,636
-1,172
|
|
||||
|
2016
Q3 | $427K | Buy |
4,808
+176
|
|
||||
|
2016
Q2 | $360K | Sell |
4,632
-1,565
|
|
||||
|
2016
Q1 | $491K | Buy |
6,197
+32
|
|
||||
|
2015
Q4 | $419K | Sell |
6,165
-7,177
|
|
||||
|
2015
Q3 | $872K | Buy |
13,342
+4,587
|
|
||||
|
2015
Q2 | $743K | Buy |
8,755
+1,316
|
|
||||
|
2015
Q1 | $595K | Buy |
7,439
+44
|
|
||||
|
2014
Q4 | $677K | Sell |
7,395
-98
|
|
||||
|
2014
Q3 | $742K | Sell |
7,493
-693
|
|
||||
|
2014
Q2 | $890K | Sell |
8,186
-4,436
|
|
||||
|
2014
Q1 | $1.25M | Buy |
12,622
+2,161
|
|
||||
|
2013
Q4 | $950K | Sell |
10,461
-494
|
|
||||
|
2013
Q3 | $914K | Sell |
10,955
-2,225
|
|
||||
|
2013
Q2 | $1.09M | Buy |
+13,180
|
|