Kinloch Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
10,112
+120
| +1% | +$46.6K | 1.83% | 19 |
|
|
2025
Q1 | $3.3M | Sell |
9,992
-605
| -6% | -$200K | 1.58% | 41 |
|
|
2024
Q4 | $3.84M | Buy |
10,597
+262
| +3% | +$95K | 1.93% | 18 |
|
|
2024
Q3 | $4.04M | Sell |
10,335
-362
| -3% | -$142K | 1.96% | 18 |
|
|
2024
Q2 | $3.56M | Sell |
10,697
-212
| -2% | -$70.6K | 1.86% | 21 |
|
|
2024
Q1 | $4M | Buy |
10,909
+531
| +5% | +$195K | 2.05% | 12 |
|
|
2023
Q4 | $3.07M | Sell |
10,378
-347
| -3% | -$103K | 1.95% | 23 |
|
|
2023
Q3 | $2.93M | Sell |
10,725
-215
| -2% | -$58.7K | 1.83% | 25 |
|
|
2023
Q2 | $2.69M | Sell |
10,940
-119
| -1% | -$29.3K | 1.6% | 34 |
|
|
2023
Q1 | $2.53M | Sell |
11,059
-4,015
| -27% | -$919K | 1.48% | 39 |
|
|
2022
Q4 | $3.61M | Buy |
15,074
+445
| +3% | +$107K | 2.1% | 15 |
|
|
2022
Q3 | $2.4M | Buy |
14,629
+419
| +3% | +$68.7K | 1.58% | 29 |
|
|
2022
Q2 | $2.54M | Buy |
14,210
+421
| +3% | +$75.3K | 1.64% | 31 |
|
|
2022
Q1 | $3.07M | Buy |
13,789
+411
| +3% | +$91.6K | 1.84% | 22 |
|
|
2021
Q4 | $2.77M | Buy |
13,378
+2,532
| +23% | +$524K | 1.71% | 30 |
|
|
2021
Q3 | $2.08M | Buy |
10,846
+404
| +4% | +$77.6K | 1.47% | 41 |
|
|
2021
Q2 | $2.27M | Buy |
10,442
+136
| +1% | +$29.6K | 1.63% | 28 |
|
|
2021
Q1 | $2.39M | Sell |
10,306
-3,070
| -23% | -$712K | 1.84% | 18 |
|
|
2020
Q4 | $2.44M | Buy |
+13,376
| New | +$2.44M | 2.06% | 11 |
|