KLCM Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
|
|||||
|
2025
Q2 | $1.09M | Buy |
|
|||||
|
2025
Q1 | $916K | Hold |
|
|||||
|
2024
Q4 | $1.01M | Sell |
|
|||||
|
2024
Q3 | $1.23M | Buy |
|
|||||
|
2024
Q2 | $981K | Hold |
|
|||||
|
2024
Q1 | $1.08M | Sell |
|
|||||
|
2023
Q4 | $901K | Sell |
|
|||||
|
2023
Q3 | $843K | Buy |
|
|||||
|
2023
Q2 | $408K | Buy |
|
|||||
|
2023
Q1 | $354K | Sell |
|
|||||
|
2022
Q4 | $499K | Buy |
|
|||||
|
2022
Q3 | $341K | Hold |
|
|||||
|
2022
Q2 | $372K | Sell |
|
|||||
|
2022
Q1 | $632K | Buy |
|
|||||
|
2021
Q4 | $394K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $423K | Hold |
|
|||||
|
2019
Q2 | $456K | Buy |
|
|||||
|
2019
Q1 | $440K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $391K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $702K | Buy |
|
|||||
|
2015
Q1 | $467K | Buy |
|