LRPA
L. Roy Papp & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Hold |
4,982
| – | – | 0.23% | 71 |
|
|
2025
Q1 | $1.64M | Hold |
4,982
| – | – | 0.2% | 74 |
|
|
2024
Q4 | $1.81M | Hold |
4,982
| – | – | 0.21% | 70 |
|
|
2024
Q3 | $1.95M | Sell |
4,982
-250
| -5% | -$97.8K | 0.24% | 71 |
|
|
2024
Q2 | $1.74M | Sell |
5,232
-200
| -4% | -$66.6K | 0.21% | 75 |
|
|
2024
Q1 | $1.99M | Sell |
5,432
-2,000
| -27% | -$733K | 0.24% | 69 |
|
|
2023
Q4 | $2.2M | Hold |
7,432
| – | – | 0.27% | 66 |
|
|
2023
Q3 | $2.03M | Buy |
7,432
+470
| +7% | +$128K | 0.27% | 66 |
|
|
2023
Q2 | $1.71M | Sell |
6,962
-248
| -3% | -$61K | 0.22% | 72 |
|
|
2023
Q1 | $1.65M | Hold |
7,210
| – | – | 0.22% | 77 |
|
|
2022
Q4 | $1.73M | Sell |
7,210
-44
| -0.6% | -$10.5K | 0.24% | 74 |
|
|
2022
Q3 | $1.19M | Hold |
7,254
| – | – | 0.18% | 82 |
|
|
2022
Q2 | $1.3M | Buy |
7,254
+44
| +0.6% | +$7.87K | 0.19% | 83 |
|
|
2022
Q1 | $1.61M | Buy |
7,210
+15
| +0.2% | +$3.34K | 0.2% | 82 |
|
|
2021
Q4 | $1.49M | Sell |
7,195
-2,015
| -22% | -$416K | 0.17% | 85 |
|
|
2021
Q3 | $1.77M | Buy |
9,210
+200
| +2% | +$38.4K | 0.22% | 80 |
|
|
2021
Q2 | $1.96M | Hold |
9,010
| – | – | 0.25% | 74 |
|
|
2021
Q1 | $2.09M | Sell |
9,010
-2,660
| -23% | -$617K | 0.3% | 69 |
|
|
2020
Q4 | $2.12M | Buy |
11,670
+180
| +2% | +$32.8K | 0.24% | 72 |
|
|
2020
Q3 | $1.71M | Buy |
11,490
+800
| +7% | +$119K | 0.22% | 74 |
|
|
2020
Q2 | $1.35M | Sell |
10,690
-1,150
| -10% | -$145K | 0.19% | 83 |
|
|
2020
Q1 | $1.37M | Sell |
11,840
-72
| -0.6% | -$8.36K | 0.25% | 75 |
|
|
2019
Q4 | $1.76M | Sell |
11,912
-78
| -0.7% | -$11.5K | 0.25% | 74 |
|
|
2019
Q3 | $1.51M | Hold |
11,990
| – | – | 0.24% | 84 |
|
|
2019
Q2 | $1.63M | Buy |
11,990
+950
| +9% | +$129K | 0.26% | 78 |
|
|
2019
Q1 | $1.5M | Sell |
11,040
-250
| -2% | -$33.9K | 0.27% | 70 |
|
|
2018
Q4 | $1.44M | Buy |
11,290
+250
| +2% | +$31.8K | 0.3% | 67 |
|
|
2018
Q3 | $1.68M | Sell |
11,040
-1,500
| -12% | -$229K | 0.3% | 66 |
|
|
2018
Q2 | $1.7M | Hold |
12,540
| – | – | 0.32% | 64 |
|
|
2018
Q1 | $1.85M | Sell |
12,540
-2,445
| -16% | -$360K | 0.35% | 64 |
|
|
2017
Q4 | $2.36M | Buy |
14,985
+31
| +0.2% | +$4.88K | 0.47% | 51 |
|
|
2017
Q3 | $1.87M | Sell |
14,954
-2,000
| -12% | -$249K | 0.4% | 55 |
|
|
2017
Q2 | $1.82M | Sell |
16,954
-13
| -0.1% | -$1.4K | 0.39% | 58 |
|
|
2017
Q1 | $1.57M | Sell |
16,967
-1,015
| -6% | -$94.2K | 0.36% | 60 |
|
|
2016
Q4 | $1.67M | Sell |
17,982
-2,686
| -13% | -$249K | 0.38% | 57 |
|
|
2016
Q3 | $1.84M | Sell |
20,668
-69
| -0.3% | -$6.13K | 0.43% | 57 |
|
|
2016
Q2 | $1.57M | Sell |
20,737
-1,300
| -6% | -$98.5K | 0.37% | 60 |
|
|
2016
Q1 | $1.69M | Sell |
22,037
-950
| -4% | -$72.7K | 0.4% | 60 |
|
|
2015
Q4 | $1.56M | Sell |
22,987
-9,217
| -29% | -$626K | 0.38% | 61 |
|
|
2015
Q3 | $2.11M | Sell |
32,204
-229
| -0.7% | -$15K | 0.52% | 48 |
|
|
2015
Q2 | $2.75M | Hold |
32,433
| – | – | 0.63% | 43 |
|
|
2015
Q1 | $2.6M | Sell |
32,433
-51
| -0.2% | -$4.08K | 0.57% | 44 |
|
|
2014
Q4 | $2.97M | Buy |
32,484
+453
| +1% | +$41.5K | 0.65% | 39 |
|
|
2014
Q3 | $3.17M | Sell |
32,031
-187
| -0.6% | -$18.5K | 0.73% | 38 |
|
|
2014
Q2 | $3.5M | Hold |
32,218
| – | – | 0.79% | 34 |
|
|
2014
Q1 | $3.2M | Sell |
32,218
-85
| -0.3% | -$8.45K | 0.75% | 34 |
|
|
2013
Q4 | $2.93M | Buy |
32,303
+67
| +0.2% | +$6.08K | 0.63% | 41 |
|
|
2013
Q3 | $2.69M | Sell |
32,236
-17
| -0.1% | -$1.42K | 0.64% | 41 |
|
|
2013
Q2 | $2.66M | Buy |
+32,253
| New | +$2.66M | 0.66% | 40 |
|