Klingman & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,622
+1,016
| +63% | +$394K | 0.06% | 115 |
|
|
2025
Q1 | $530K | Buy |
1,606
+903
| +128% | +$298K | 0.03% | 151 |
|
|
2024
Q4 | $255K | Buy |
703
+30
| +4% | +$10.9K | 0.02% | 224 |
|
|
2024
Q3 | $263K | Buy |
673
+15
| +2% | +$5.87K | 0.02% | 229 |
|
|
2024
Q2 | $219K | Buy |
658
+10
| +2% | +$3.33K | 0.01% | 229 |
|
|
2024
Q1 | $237K | Buy |
+648
| New | +$237K | 0.02% | 217 |
|
|
2016
Q4 | – | Sell |
-400
| Closed | -$36K | – | 135 |
|
|
2016
Q3 | $36K | Hold |
400
| – | – | 0.01% | 209 |
|
|
2016
Q2 | $30K | Hold |
400
| – | – | 0.01% | 231 |
|
|
2016
Q1 | $31K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2015
Q4 | $27K | Hold |
400
| – | – | 0.01% | 246 |
|
|
2015
Q3 | $26K | Hold |
400
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $34K | Hold |
400
| – | – | 0.01% | 206 |
|
|
2015
Q1 | $42K | Hold |
400
| – | – | 0.02% | 179 |
|
|
2014
Q4 | $42K | Buy |
+400
| New | +$42K | 0.02% | 186 |
|