Lafayette Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
1,736
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $572K | Hold |
1,736
| – | – | 0.12% | 87 |
|
|
2024
Q4 | $630K | Buy |
1,736
+286
| +20% | +$104K | 0.14% | 79 |
|
|
2024
Q3 | $567K | Hold |
1,450
| – | – | 0.12% | 83 |
|
|
2024
Q2 | $483K | Hold |
1,450
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $531K | Sell |
1,450
-200
| -12% | -$73.3K | 0.12% | 78 |
|
|
2023
Q4 | $488K | Sell |
1,650
-50
| -3% | -$14.8K | 0.12% | 82 |
|
|
2023
Q3 | $464K | Sell |
1,700
-100
| -6% | -$27.3K | 0.13% | 83 |
|
|
2023
Q2 | $443K | Hold |
1,800
| – | – | 0.12% | 85 |
|
|
2023
Q1 | $412K | Buy |
1,800
+300
| +20% | +$68.7K | 0.11% | 86 |
|
|
2022
Q4 | $359K | Hold |
1,500
| – | – | 0.1% | 90 |
|
|
2022
Q3 | $246K | Hold |
1,500
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $268K | Hold |
1,500
| – | – | 0.08% | 101 |
|
|
2022
Q1 | $334K | Sell |
1,500
-500
| -25% | -$111K | 0.08% | 99 |
|
|
2021
Q4 | $413K | Buy |
2,000
+300
| +18% | +$62K | 0.1% | 93 |
|
|
2021
Q3 | $326K | Buy |
1,700
+100
| +6% | +$19.2K | 0.09% | 95 |
|
|
2021
Q2 | $348K | Buy |
+1,600
| New | +$348K | 0.09% | 92 |
|