LIM
Loudon Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
7,876
-12
| -0.2% | -$4.66K | 1.69% | 20 |
|
|
2025
Q1 | $2.6M | Sell |
7,888
-100
| -1% | -$33K | 1.49% | 22 |
|
|
2024
Q4 | $2.9M | Sell |
7,988
-175
| -2% | -$63.5K | 1.65% | 23 |
|
|
2024
Q3 | $3.19M | Sell |
8,163
-255
| -3% | -$99.7K | 1.75% | 21 |
|
|
2024
Q2 | $2.8M | Hold |
8,418
| – | – | 1.65% | 21 |
|
|
2024
Q1 | $3.08M | Sell |
8,418
-625
| -7% | -$229K | 1.77% | 21 |
|
|
2023
Q4 | $2.67M | Hold |
9,043
| – | – | 1.65% | 22 |
|
|
2023
Q3 | $2.47M | Sell |
9,043
-85
| -0.9% | -$23.2K | 1.7% | 21 |
|
|
2023
Q2 | $2.25M | Sell |
9,128
-300
| -3% | -$73.8K | 1.48% | 25 |
|
|
2023
Q1 | $2.16M | Sell |
9,428
-775
| -8% | -$177K | 1.49% | 25 |
|
|
2022
Q4 | $2.44M | Sell |
10,203
-150
| -1% | -$35.9K | 1.76% | 20 |
|
|
2022
Q3 | $1.7M | Hold |
10,353
| – | – | 1.35% | 27 |
|
|
2022
Q2 | $1.85M | Hold |
10,353
| – | – | 1.39% | 24 |
|
|
2022
Q1 | $2.31M | Sell |
10,353
-140
| -1% | -$31.2K | 1.52% | 23 |
|
|
2021
Q4 | $2.17M | Sell |
10,493
-30
| -0.3% | -$6.2K | 1.38% | 24 |
|
|
2021
Q3 | $2.02M | Sell |
10,523
-144
| -1% | -$27.6K | 1.44% | 26 |
|
|
2021
Q2 | $2.32M | Sell |
10,667
-420
| -4% | -$91.4K | 1.58% | 24 |
|
|
2021
Q1 | $2.57M | Sell |
11,087
-350
| -3% | -$81.2K | 1.84% | 22 |
|
|
2020
Q4 | $2.08M | Sell |
11,437
-1,050
| -8% | -$191K | 1.63% | 24 |
|
|
2020
Q3 | $1.86M | Sell |
12,487
-610
| -5% | -$91K | 1.57% | 25 |
|
|
2020
Q2 | $1.66M | Buy |
13,097
+50
| +0.4% | +$6.33K | 1.43% | 24 |
|
|
2020
Q1 | $1.51M | Hold |
13,047
| – | – | 1.58% | 20 |
|
|
2019
Q4 | $1.93M | Hold |
13,047
| – | – | 1.5% | 23 |
|
|
2019
Q3 | $1.65M | Hold |
13,047
| – | – | 1.39% | 25 |
|
|
2019
Q2 | $1.78M | Hold |
13,047
| – | – | 1.51% | 22 |
|
|
2019
Q1 | $1.77M | Sell |
13,047
-125
| -0.9% | -$16.9K | 1.55% | 22 |
|
|
2018
Q4 | $1.67M | Sell |
13,172
-625
| -5% | -$79.4K | 1.59% | 20 |
|
|
2018
Q3 | $2.1M | Hold |
13,797
| – | – | 1.69% | 23 |
|
|
2018
Q2 | $1.87M | Sell |
13,797
-250
| -2% | -$33.9K | 1.5% | 25 |
|
|
2018
Q1 | $2.07M | Sell |
14,047
-2,780
| -17% | -$410K | 1.65% | 23 |
|
|
2017
Q4 | $2.65M | Sell |
16,827
-768
| -4% | -$121K | 2.01% | 20 |
|
|
2017
Q3 | $2.19M | Sell |
17,595
-644
| -4% | -$80.3K | 1.72% | 23 |
|
|
2017
Q2 | $1.96M | Sell |
18,239
-213
| -1% | -$22.9K | 1.49% | 26 |
|
|
2017
Q1 | $1.71M | Sell |
18,452
-4,489
| -20% | -$416K | 1.3% | 29 |
|
|
2016
Q4 | $2.13M | Sell |
22,941
-114
| -0.5% | -$10.6K | 1.66% | 27 |
|
|
2016
Q3 | $2.05M | Sell |
23,055
-967
| -4% | -$85.9K | 1.59% | 27 |
|
|
2016
Q2 | $1.82M | Sell |
24,022
-800
| -3% | -$60.6K | 1.45% | 27 |
|
|
2016
Q1 | $1.9M | Sell |
24,822
-1,000
| -4% | -$76.5K | 1.53% | 24 |
|
|
2015
Q4 | $1.76M | Sell |
25,822
-15,820
| -38% | -$1.08M | 1.41% | 26 |
|
|
2015
Q3 | $2.72M | Buy |
41,642
+8,264
| +25% | +$540K | 2.34% | 18 |
|
|
2015
Q2 | $2.83M | Buy |
33,378
+3,158
| +10% | +$268K | 2.15% | 18 |
|
|
2015
Q1 | $2.42M | Buy |
30,220
+117
| +0.4% | +$9.37K | 1.83% | 19 |
|
|
2014
Q4 | $2.76M | Sell |
30,103
-800
| -3% | -$73.2K | 2.06% | 17 |
|
|
2014
Q3 | $3.06M | Sell |
30,903
-550
| -2% | -$54.5K | 2.18% | 19 |
|
|
2014
Q2 | $3.42M | Sell |
31,453
-2,000
| -6% | -$217K | 2.35% | 18 |
|
|
2014
Q1 | $3.32M | Sell |
33,453
-1,063
| -3% | -$106K | 2.4% | 16 |
|
|
2013
Q4 | $3.13M | Buy |
+34,516
| New | +$3.13M | 2.3% | 16 |
|