Leuthold Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,800
| Closed | -$4.64M | – | 211 |
|
|
2024
Q4 | $4.64M | Sell |
12,800
-429
| -3% | -$156K | 0.56% | 67 |
|
|
2024
Q3 | $5.17M | Sell |
13,229
-504
| -4% | -$197K | 0.58% | 73 |
|
|
2024
Q2 | $4.57M | Sell |
13,733
-123
| -0.9% | -$41K | 0.53% | 70 |
|
|
2024
Q1 | $5.08M | Sell |
13,856
-32
| -0.2% | -$11.7K | 0.57% | 70 |
|
|
2023
Q4 | $4.11M | Sell |
13,888
-10
| -0.1% | -$2.96K | 0.51% | 80 |
|
|
2023
Q3 | $3.79M | Sell |
13,898
-254
| -2% | -$69.3K | 0.53% | 73 |
|
|
2023
Q2 | $3.48M | Sell |
14,152
-515
| -4% | -$127K | 0.45% | 86 |
|
|
2023
Q1 | $3.36M | Sell |
14,667
-289
| -2% | -$66.1K | 0.44% | 92 |
|
|
2022
Q4 | $3.58M | Buy |
+14,956
| New | +$3.58M | 0.48% | 82 |
|