L. Roy Papp & Associates’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 | $2.38M | Hold |
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2025
Q2 | $1.93M | Hold |
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2025
Q1 | $1.64M | Hold |
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2024
Q4 | $1.81M | Hold |
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2024
Q3 | $1.95M | Sell |
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2024
Q2 | $1.74M | Sell |
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2024
Q1 | $1.99M | Sell |
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2023
Q4 | $2.2M | Hold |
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2023
Q3 | $2.03M | Buy |
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2023
Q2 | $1.71M | Sell |
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2023
Q1 | $1.65M | Hold |
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2022
Q4 | $1.73M | Sell |
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2022
Q3 | $1.19M | Hold |
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2022
Q2 | $1.3M | Buy |
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2022
Q1 | $1.61M | Buy |
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2021
Q4 | $1.49M | Sell |
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2021
Q3 | $1.77M | Buy |
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2021
Q2 | $1.96M | Hold |
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2021
Q1 | $2.09M | Sell |
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2020
Q4 | $2.12M | Buy |
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2020
Q3 | $1.71M | Buy |
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2020
Q2 | $1.35M | Sell |
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2020
Q1 | $1.37M | Sell |
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2019
Q4 | $1.76M | Sell |
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2019
Q3 | $1.51M | Hold |
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2019
Q2 | $1.63M | Buy |
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2019
Q1 | $1.5M | Sell |
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2018
Q4 | $1.44M | Buy |
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2018
Q3 | $1.68M | Sell |
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2018
Q2 | $1.7M | Hold |
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2018
Q1 | $1.85M | Sell |
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2017
Q4 | $2.36M | Buy |
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2017
Q3 | $1.86M | Sell |
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2017
Q2 | $1.82M | Sell |
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2017
Q1 | $1.57M | Sell |
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2016
Q4 | $1.67M | Sell |
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2016
Q3 | $1.83M | Sell |
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2016
Q2 | $1.57M | Sell |
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2016
Q1 | $1.69M | Sell |
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2015
Q4 | $1.56M | Sell |
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2015
Q3 | $2.1M | Sell |
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2015
Q2 | $2.75M | Hold |
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2015
Q1 | $2.6M | Sell |
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2014
Q4 | $2.97M | Buy |
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2014
Q3 | $3.17M | Sell |
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2014
Q2 | $3.5M | Hold |
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2014
Q1 | $3.2M | Sell |
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2013
Q4 | $2.93M | Buy |
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2013
Q3 | $2.69M | Sell |
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2013
Q2 | $2.66M | Buy |
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