MCM
Mainstay Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
8,232
+4,199
| +104% | +$1.63M | 0.16% | 54 |
|
|
2025
Q1 | $1.33M | Sell |
4,033
-83
| -2% | -$27.4K | 0.18% | 48 |
|
|
2024
Q4 | $1.49M | Buy |
4,116
+189
| +5% | +$68.6K | 0.23% | 42 |
|
|
2024
Q3 | $1.54M | Buy |
3,927
+650
| +20% | +$254K | 0.26% | 40 |
|
|
2024
Q2 | $1.09M | Buy |
3,277
+298
| +10% | +$99.3K | 0.19% | 47 |
|
|
2024
Q1 | $1.09M | Sell |
2,979
-405
| -12% | -$148K | 0.21% | 51 |
|
|
2023
Q4 | $1M | Buy |
+3,384
| New | +$1M | 0.19% | 48 |
|
|
2019
Q4 | – | Sell |
-11,523
| Closed | -$1.46M | – | 106 |
|
|
2019
Q3 | $1.46M | Buy |
+11,523
| New | +$1.46M | 0.8% | 37 |
|
|
2018
Q4 | – | Sell |
-923
| Closed | -$140K | – | 130 |
|
|
2018
Q3 | $140K | Buy |
923
+302
| +49% | +$45.8K | 0.09% | 118 |
|
|
2018
Q2 | $84K | Buy |
621
+302
| +95% | +$40.9K | 0.07% | 128 |
|
|
2018
Q1 | $47K | Sell |
319
-10
| -3% | -$1.47K | 0.04% | 157 |
|
|
2017
Q4 | $52K | Buy |
+329
| New | +$52K | 0.04% | 161 |
|