Kimelman & Baird’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8K | Hold |
100
| – | – | ﹤0.01% | 205 |
|
|
2025
Q1 | $33K | Hold |
100
| – | – | ﹤0.01% | 219 |
|
|
2024
Q4 | $36.3K | Hold |
100
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $39.1K | Buy |
100
+30
| +43% | +$11.7K | ﹤0.01% | 214 |
|
|
2024
Q2 | $23.3K | Buy |
+70
| New | +$23.3K | ﹤0.01% | 236 |
|
|
2015
Q2 | $292K | Sell |
3,437
-1,610
| -32% | -$137K | 0.05% | 99 |
|
|
2015
Q1 | $404K | Hold |
5,047
| – | – | 0.07% | 85 |
|
|
2014
Q4 | $462K | Hold |
5,047
| – | – | 0.08% | 85 |
|
|
2014
Q3 | $500K | Hold |
5,047
| – | – | 0.09% | 82 |
|
|
2014
Q2 | $548K | Hold |
5,047
| – | – | 0.1% | 82 |
|
|
2014
Q1 | $502K | Buy |
5,047
+500
| +11% | +$49.7K | 0.09% | 79 |
|
|
2013
Q4 | $413K | Sell |
4,547
-500
| -10% | -$45.4K | 0.08% | 80 |
|
|
2013
Q3 | $421K | Buy |
5,047
+500
| +11% | +$41.7K | 0.08% | 80 |
|
|
2013
Q2 | $375K | Buy |
+4,547
| New | +$375K | 0.08% | 80 |
|