Luther King Capital Management (LKCM)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Buy |
21,584
+3,434
| +19% | +$1.33M | 0.04% | 182 |
|
|
2025
Q1 | $5.99M | Sell |
18,150
-520
| -3% | -$172K | 0.03% | 208 |
|
|
2024
Q4 | $6.77M | Sell |
18,670
-50
| -0.3% | -$18.1K | 0.03% | 199 |
|
|
2024
Q3 | $7.32M | Buy |
18,720
+67
| +0.4% | +$26.2K | 0.03% | 186 |
|
|
2024
Q2 | $6.21M | Buy |
18,653
+66
| +0.4% | +$22K | 0.03% | 199 |
|
|
2024
Q1 | $6.81M | Buy |
18,587
+182
| +1% | +$66.7K | 0.03% | 191 |
|
|
2023
Q4 | $5.44M | Sell |
18,405
-1,113
| -6% | -$329K | 0.03% | 201 |
|
|
2023
Q3 | $5.33M | Sell |
19,518
-82
| -0.4% | -$22.4K | 0.03% | 190 |
|
|
2023
Q2 | $4.82M | Buy |
19,600
+49
| +0.3% | +$12.1K | 0.02% | 212 |
|
|
2023
Q1 | $4.47M | Hold |
19,551
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $4.68M | Sell |
19,551
-779
| -4% | -$187K | 0.03% | 187 |
|
|
2022
Q3 | $3.34M | Buy |
20,330
+1,355
| +7% | +$222K | 0.02% | 227 |
|
|
2022
Q2 | $3.39M | Buy |
18,975
+7,563
| +66% | +$1.35M | 0.02% | 229 |
|
|
2022
Q1 | $2.54M | Buy |
11,412
+59
| +0.5% | +$13.1K | 0.01% | 280 |
|
|
2021
Q4 | $2.35M | Buy |
11,353
+190
| +2% | +$39.3K | 0.01% | 292 |
|
|
2021
Q3 | $2.14M | Buy |
11,163
+968
| +9% | +$186K | 0.01% | 296 |
|
|
2021
Q2 | $2.22M | Sell |
10,195
-195
| -2% | -$42.4K | 0.01% | 309 |
|
|
2021
Q1 | $2.41M | Sell |
10,390
-245
| -2% | -$56.8K | 0.01% | 279 |
|
|
2020
Q4 | $1.94M | Buy |
10,635
+1,057
| +11% | +$192K | 0.01% | 288 |
|
|
2020
Q3 | $1.43M | Sell |
9,578
-1,358
| -12% | -$203K | 0.01% | 289 |
|
|
2020
Q2 | $1.38M | Sell |
10,936
-2,449
| -18% | -$310K | 0.01% | 285 |
|
|
2020
Q1 | $1.55M | Sell |
13,385
-2,552
| -16% | -$296K | 0.01% | 242 |
|
|
2019
Q4 | $2.35M | Buy |
15,937
+2,650
| +20% | +$391K | 0.02% | 270 |
|
|
2019
Q3 | $1.68M | Buy |
13,287
+2,421
| +22% | +$306K | 0.01% | 296 |
|
|
2019
Q2 | $1.48M | Sell |
10,866
-470
| -4% | -$64.1K | 0.01% | 300 |
|
|
2019
Q1 | $1.54M | Sell |
11,336
-125
| -1% | -$16.9K | 0.01% | 297 |
|
|
2018
Q4 | $1.46M | Sell |
11,461
-272
| -2% | -$34.6K | 0.01% | 290 |
|
|
2018
Q3 | $1.79M | Buy |
11,733
+400
| +4% | +$61K | 0.01% | 301 |
|
|
2018
Q2 | $1.54M | Sell |
11,333
-160
| -1% | -$21.7K | 0.01% | 304 |
|
|
2018
Q1 | $1.69M | Buy |
11,493
+206
| +2% | +$30.4K | 0.01% | 300 |
|
|
2017
Q4 | $1.78M | Buy |
11,287
+800
| +8% | +$126K | 0.01% | 304 |
|
|
2017
Q3 | $1.31M | Buy |
10,487
+100
| +1% | +$12.5K | 0.01% | 329 |
|
|
2017
Q2 | $1.12M | Sell |
10,387
-100
| -1% | -$10.7K | 0.01% | 337 |
|
|
2017
Q1 | $973K | Buy |
10,487
+1,372
| +15% | +$127K | 0.01% | 346 |
|
|
2016
Q4 | $845K | Sell |
9,115
-19
| -0.2% | -$1.76K | 0.01% | 358 |
|
|
2016
Q3 | $811K | Buy |
9,134
+300
| +3% | +$26.6K | 0.01% | 362 |
|
|
2016
Q2 | $670K | Buy |
8,834
+142
| +2% | +$10.8K | 0.01% | 381 |
|
|
2016
Q1 | $665K | Buy |
8,692
+481
| +6% | +$36.8K | 0.01% | 381 |
|
|
2015
Q4 | $558K | Sell |
8,211
-1,017
| -11% | -$69.1K | 0.01% | 402 |
|
|
2015
Q3 | $603K | Sell |
9,228
-200
| -2% | -$13.1K | 0.01% | 398 |
|
|
2015
Q2 | $800K | Sell |
9,428
-160
| -2% | -$13.6K | 0.01% | 387 |
|
|
2015
Q1 | $767K | Sell |
9,588
-15,253
| -61% | -$1.22M | 0.01% | 388 |
|
|
2014
Q4 | $2.27M | Hold |
24,841
| – | – | 0.02% | 303 |
|
|
2014
Q3 | $2.46M | Sell |
24,841
-950
| -4% | -$94.1K | 0.02% | 312 |
|
|
2014
Q2 | $2.8M | Buy |
25,791
+5,781
| +29% | +$628K | 0.02% | 300 |
|
|
2014
Q1 | $1.99M | Buy |
20,010
+9,436
| +89% | +$937K | 0.02% | 322 |
|
|
2013
Q4 | $960K | Buy |
10,574
+2,669
| +34% | +$242K | 0.01% | 389 |
|
|
2013
Q3 | $659K | Sell |
7,905
-2,991
| -27% | -$249K | 0.01% | 496 |
|
|
2013
Q2 | $899K | Buy |
+10,896
| New | +$899K | 0.01% | 430 |
|