Liberty One Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
14,168
+133
| +0.9% | +$51.6K | 0.56% | 40 |
|
|
2025
Q1 | $4.63M | Buy |
14,035
+771
| +6% | +$254K | 0.47% | 62 |
|
|
2024
Q4 | $4.81M | Buy |
13,264
+479
| +4% | +$174K | 0.52% | 46 |
|
|
2024
Q3 | $5M | Buy |
12,785
+579
| +5% | +$226K | 0.51% | 42 |
|
|
2024
Q2 | $4.07M | Sell |
12,206
-849
| -7% | -$283K | 0.46% | 48 |
|
|
2024
Q1 | $4.78M | Buy |
13,055
+317
| +2% | +$116K | 0.54% | 36 |
|
|
2023
Q4 | $3.77M | Buy |
12,738
+519
| +4% | +$153K | 0.46% | 37 |
|
|
2023
Q3 | $3.34M | Buy |
12,219
+323
| +3% | +$88.2K | 0.48% | 33 |
|
|
2023
Q2 | $2.93M | Buy |
11,896
+420
| +4% | +$103K | 0.38% | 36 |
|
|
2023
Q1 | $2.63M | Buy |
11,476
+487
| +4% | +$111K | 0.36% | 42 |
|
|
2022
Q4 | $2.63M | Buy |
10,989
+310
| +3% | +$74.3K | 0.38% | 33 |
|
|
2022
Q3 | $1.75M | Buy |
10,679
+1,717
| +19% | +$282K | 0.29% | 64 |
|
|
2022
Q2 | $1.95M | Sell |
8,962
-678
| -7% | -$148K | 0.33% | 45 |
|
|
2022
Q1 | $2.15M | Buy |
9,640
+366
| +4% | +$81.6K | 0.33% | 54 |
|
|
2021
Q4 | $1.92M | Buy |
9,274
+456
| +5% | +$94.3K | 0.29% | 63 |
|
|
2021
Q3 | $1.69M | Sell |
8,818
-144
| -2% | -$27.6K | 0.29% | 64 |
|
|
2021
Q2 | $1.95M | Sell |
8,962
-273
| -3% | -$59.4K | 0.33% | 45 |
|
|
2021
Q1 | $2.14M | Sell |
9,235
-199
| -2% | -$46.1K | 0.38% | 42 |
|
|
2020
Q4 | $1.72M | Buy |
9,434
+205
| +2% | +$37.3K | 0.32% | 43 |
|
|
2020
Q3 | $1.38M | Buy |
9,229
+240
| +3% | +$35.8K | 0.28% | 49 |
|
|
2020
Q2 | $1.14M | Buy |
8,989
+473
| +6% | +$59.8K | 0.25% | 54 |
|
|
2020
Q1 | $988K | Buy |
8,516
+398
| +5% | +$46.2K | 0.25% | 52 |
|
|
2019
Q4 | $1.2M | Buy |
+8,118
| New | +$1.2M | 0.26% | 59 |
|