LVM Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
|
|||||
|
2025
Q2 | $872K | Sell |
|
|||||
|
2025
Q1 | $749K | Sell |
|
|||||
|
2024
Q4 | $926K | Buy |
|
|||||
|
2024
Q3 | $675K | Hold |
|
|||||
|
2024
Q2 | $675K | Sell |
|
|||||
|
2024
Q1 | $791K | Sell |
|
|||||
|
2023
Q4 | $1.35M | Buy |
|
|||||
|
2023
Q3 | $1.24M | Buy |
|
|||||
|
2023
Q2 | $531K | Hold |
|
|||||
|
2023
Q1 | $494K | Sell |
|
|||||
|
2022
Q4 | $535K | Sell |
|
|||||
|
2022
Q3 | $513K | Buy |
|
|||||
|
2022
Q2 | $384K | Hold |
|
|||||
|
2022
Q1 | $479K | Sell |
|
|||||
|
2021
Q4 | $465K | Hold |
|
|||||
|
2021
Q3 | $432K | Buy |
|
|||||
|
2021
Q2 | $484K | Hold |
|
|||||
|
2021
Q1 | $516K | Buy |
|
|||||
|
2020
Q4 | $387K | Hold |
|
|||||
|
2020
Q3 | $317K | Hold |
|
|||||
|
2020
Q2 | $269K | Hold |
|
|||||
|
2020
Q1 | $247K | Sell |
|
|||||
|
2019
Q4 | $382K | Buy |
|
|||||
|
2019
Q3 | $300K | Hold |
|
|||||
|
2019
Q2 | $324K | Sell |
|
|||||
|
2019
Q1 | $362K | Sell |
|
|||||
|
2018
Q4 | $359K | Buy |
|
|||||
|
2018
Q3 | $362K | Hold |
|
|||||
|
2018
Q2 | $322K | Hold |
|
|||||
|
2018
Q1 | $350K | Buy |
|
|||||
|
2017
Q4 | $370K | Sell |
|
|||||
|
2017
Q3 | $312K | Hold |
|
|||||
|
2017
Q2 | $269K | Hold |
|
|||||
|
2017
Q1 | $232K | Buy |
|
|||||
|
2016
Q4 | $218K | Sell |
|
|||||
|
2016
Q3 | $266K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $208K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $224K | Hold |
|
|||||
|
2014
Q3 | $243K | Hold |
|
|||||
|
2014
Q2 | $266K | Hold |
|
|||||
|
2014
Q1 | $243K | Hold |
|
|||||
|
2013
Q4 | $222K | Hold |
|
|||||
|
2013
Q3 | $204K | Hold |
|
|||||
|
2013
Q2 | $202K | Buy |
|