Manchester 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
Q2 | $384K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $765K | Hold |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $784K | Buy |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $533K | Buy |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $552K | Hold |
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|
2020
Q1 | $506K | Hold |
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|
2019
Q4 | $644K | Hold |
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|
2019
Q3 | $551K | Sell |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $602K | Hold |
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|
2018
Q4 | $603K | Hold |
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|
2018
Q3 | $678K | Hold |
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|
2018
Q2 | $603K | Hold |
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|
2018
Q1 | $655K | Sell |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $222K | Hold |
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|
2017
Q1 | $191K | Hold |
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|
2016
Q4 | $191K | Hold |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $156K | Hold |
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|
2016
Q1 | $158K | Sell |
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|
2015
Q4 | $163K | Buy |
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|
2015
Q3 | $135K | Hold |
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|
2015
Q2 | $175K | Hold |
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|
2015
Q1 | $165K | Sell |
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|
2014
Q4 | $231K | Sell |
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|
2014
Q3 | $263K | Sell |
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|
2014
Q2 | $301K | Sell |
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|
2014
Q1 | $298K | Buy |
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|
2013
Q4 | $229K | Sell |
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|
2013
Q3 | $247K | Sell |
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|
2013
Q2 | $354K | Buy |
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