LVM Capital 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 | $872K | Sell |
2,246
-25
| -1% | -$9.71K | 0.09% | 80 |
|
|
2025
Q1 | $749K | Sell |
2,271
-281
| -11% | -$92.7K | 0.08% | 87 |
|
|
2024
Q4 | $926K | Buy |
2,552
+527
| +26% | +$191K | 0.1% | 75 |
|
|
2024
Q3 | $675K | Hold |
2,025
| – | – | 0.08% | 92 |
|
|
2024
Q2 | $675K | Sell |
2,025
-135
| -6% | -$45K | 0.08% | 92 |
|
|
2024
Q1 | $791K | Sell |
2,160
-2,423
| -53% | -$887K | 0.09% | 84 |
|
|
2023
Q4 | $1.36M | Buy |
4,583
+25
| +0.5% | +$7.39K | 0.17% | 62 |
|
|
2023
Q3 | $1.24M | Buy |
4,558
+2,398
| +111% | +$654K | 0.18% | 63 |
|
|
2023
Q2 | $531K | Hold |
2,160
| – | – | 0.07% | 95 |
|
|
2023
Q1 | $494K | Sell |
2,160
-75
| -3% | -$17.2K | 0.07% | 94 |
|
|
2022
Q4 | $535K | Sell |
2,235
-890
| -28% | -$213K | 0.08% | 89 |
|
|
2022
Q3 | $513K | Buy |
3,125
+975
| +45% | +$160K | 0.08% | 89 |
|
|
2022
Q2 | $384K | Hold |
2,150
| – | – | 0.06% | 100 |
|
|
2022
Q1 | $479K | Sell |
2,150
-100
| -4% | -$22.3K | 0.06% | 97 |
|
|
2021
Q4 | $465K | Hold |
2,250
| – | – | 0.06% | 87 |
|
|
2021
Q3 | $432K | Buy |
2,250
+25
| +1% | +$4.8K | 0.07% | 91 |
|
|
2021
Q2 | $484K | Hold |
2,225
| – | – | 0.07% | 83 |
|
|
2021
Q1 | $516K | Buy |
2,225
+100
| +5% | +$23.2K | 0.08% | 80 |
|
|
2020
Q4 | $387K | Hold |
2,125
| – | – | 0.07% | 85 |
|
|
2020
Q3 | $317K | Hold |
2,125
| – | – | 0.06% | 85 |
|
|
2020
Q2 | $269K | Hold |
2,125
| – | – | 0.06% | 91 |
|
|
2020
Q1 | $247K | Sell |
2,125
-463
| -18% | -$53.8K | 0.06% | 85 |
|
|
2019
Q4 | $382K | Buy |
2,588
+213
| +9% | +$31.4K | 0.08% | 82 |
|
|
2019
Q3 | $300K | Hold |
2,375
| – | – | 0.06% | 88 |
|
|
2019
Q2 | $324K | Sell |
2,375
-300
| -11% | -$40.9K | 0.07% | 84 |
|
|
2019
Q1 | $362K | Sell |
2,675
-148
| -5% | -$20K | 0.08% | 83 |
|
|
2018
Q4 | $359K | Buy |
2,823
+448
| +19% | +$57K | 0.09% | 71 |
|
|
2018
Q3 | $362K | Hold |
2,375
| – | – | 0.08% | 86 |
|
|
2018
Q2 | $322K | Hold |
2,375
| – | – | 0.08% | 87 |
|
|
2018
Q1 | $350K | Buy |
2,375
+25
| +1% | +$3.68K | 0.08% | 82 |
|
|
2017
Q4 | $370K | Sell |
2,350
-150
| -6% | -$23.6K | 0.08% | 82 |
|
|
2017
Q3 | $312K | Hold |
2,500
| – | – | 0.07% | 85 |
|
|
2017
Q2 | $269K | Hold |
2,500
| – | – | 0.07% | 96 |
|
|
2017
Q1 | $232K | Buy |
2,500
+150
| +6% | +$13.9K | 0.06% | 107 |
|
|
2016
Q4 | $218K | Sell |
2,350
-100
| -4% | -$9.28K | 0.06% | 105 |
|
|
2016
Q3 | $266K | Buy |
+2,450
| New | +$266K | 0.09% | 91 |
|
|
2015
Q3 | – | Sell |
-2,450
| Closed | -$208K | – | 109 |
|
|
2015
Q2 | $208K | Buy |
+2,450
| New | +$208K | 0.07% | 108 |
|
|
2015
Q1 | – | Sell |
-2,450
| Closed | -$224K | – | 110 |
|
|
2014
Q4 | $224K | Hold |
2,450
| – | – | 0.07% | 103 |
|
|
2014
Q3 | $243K | Hold |
2,450
| – | – | 0.08% | 96 |
|
|
2014
Q2 | $266K | Hold |
2,450
| – | – | 0.09% | 91 |
|
|
2014
Q1 | $243K | Hold |
2,450
| – | – | 0.08% | 95 |
|
|
2013
Q4 | $222K | Hold |
2,450
| – | – | 0.08% | 102 |
|
|
2013
Q3 | $204K | Hold |
2,450
| – | – | 0.08% | 104 |
|
|
2013
Q2 | $202K | Buy |
+2,450
| New | +$202K | 0.08% | 111 |
|