Marco Investment 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 | $28M | Buy |
72,053
+483
| +0.7% | +$188K | 2.33% | 9 |
|
|
2025
Q1 | $23.6M | Sell |
71,570
-198
| -0.3% | -$65.3K | 2.19% | 10 |
|
|
2024
Q4 | $26M | Sell |
71,768
-595
| -0.8% | -$216K | 2.25% | 10 |
|
|
2024
Q3 | $28.3M | Buy |
72,363
+740
| +1% | +$289K | 2.44% | 8 |
|
|
2024
Q2 | $23.9M | Buy |
71,623
+10
| +0% | +$3.33K | 2.2% | 8 |
|
|
2024
Q1 | $26.2M | Sell |
71,613
-1,970
| -3% | -$722K | 2.47% | 8 |
|
|
2023
Q4 | $21.8M | Sell |
73,583
-535
| -0.7% | -$158K | 2.23% | 9 |
|
|
2023
Q3 | $20.2M | Sell |
74,118
-730
| -1% | -$199K | 2.33% | 9 |
|
|
2023
Q2 | $18.4M | Buy |
74,848
+240
| +0.3% | +$59.1K | 1.99% | 11 |
|
|
2023
Q1 | $17.1M | Sell |
74,608
-65
| -0.1% | -$14.9K | 1.92% | 15 |
|
|
2022
Q4 | $17.9M | Sell |
74,673
-100
| -0.1% | -$24K | 2.09% | 16 |
|
|
2022
Q3 | $12.3M | Buy |
74,773
+2,140
| +3% | +$351K | 1.56% | 18 |
|
|
2022
Q2 | $13M | Sell |
72,633
-209
| -0.3% | -$37.4K | 1.51% | 19 |
|
|
2022
Q1 | $16.2M | Buy |
72,842
+5,595
| +8% | +$1.25M | 1.65% | 17 |
|
|
2021
Q4 | $13.9M | Buy |
67,247
+3,352
| +5% | +$693K | 1.37% | 21 |
|
|
2021
Q3 | $12.3M | Buy |
63,895
+915
| +1% | +$176K | 1.35% | 23 |
|
|
2021
Q2 | $13.7M | Buy |
62,980
+3,805
| +6% | +$828K | 1.59% | 18 |
|
|
2021
Q1 | $13.7M | Buy |
59,175
+900
| +2% | +$209K | 1.79% | 18 |
|
|
2020
Q4 | $10.6M | Sell |
58,275
-4,395
| -7% | -$800K | 1.52% | 24 |
|
|
2020
Q3 | $9.35M | Sell |
62,670
-200
| -0.3% | -$29.8K | 1.53% | 23 |
|
|
2020
Q2 | $7.95M | Sell |
62,870
-450
| -0.7% | -$56.9K | 1.46% | 23 |
|
|
2020
Q1 | $7.35M | Sell |
63,320
-31,950
| -34% | -$3.71M | 1.56% | 19 |
|
|
2019
Q4 | $14.1M | Sell |
95,270
-1,100
| -1% | -$162K | 2.18% | 13 |
|
|
2019
Q3 | $12.2M | Buy |
96,370
+33,275
| +53% | +$4.2M | 2.08% | 15 |
|
|
2019
Q2 | $8.6M | Sell |
63,095
-400
| -0.6% | -$54.5K | 1.53% | 20 |
|
|
2019
Q1 | $8.6M | Sell |
63,495
-2,675
| -4% | -$362K | 1.6% | 21 |
|
|
2018
Q4 | $8.41M | Sell |
66,170
-32,885
| -33% | -$4.18M | 1.67% | 19 |
|
|
2018
Q3 | $15.1M | Buy |
99,055
+30,250
| +44% | +$4.61M | 2.15% | 12 |
|
|
2018
Q2 | $9.34M | Sell |
68,805
-8,235
| -11% | -$1.12M | 1.45% | 20 |
|
|
2018
Q1 | $11.4M | Sell |
77,040
-3,675
| -5% | -$542K | 1.76% | 16 |
|
|
2017
Q4 | $12.7M | Sell |
80,715
-9,097
| -10% | -$1.43M | 1.94% | 13 |
|
|
2017
Q3 | $11.2M | Sell |
89,812
-1,788
| -2% | -$223K | 1.75% | 16 |
|
|
2017
Q2 | $9.84M | Sell |
91,600
-246
| -0.3% | -$26.4K | 1.63% | 17 |
|
|
2017
Q1 | $8.49M | Buy |
91,846
+2,375
| +3% | +$219K | 1.44% | 23 |
|
|
2016
Q4 | $8.3M | Sell |
89,471
-485
| -0.5% | -$45K | 1.45% | 20 |
|
|
2016
Q3 | $7.99M | Buy |
89,956
+4,569
| +5% | +$406K | 1.43% | 21 |
|
|
2016
Q2 | $6.47M | Buy |
85,387
+233
| +0.3% | +$17.7K | 1.2% | 28 |
|
|
2016
Q1 | $6.52K | Buy |
85,154
+5,934
| +7% | +$454 | 0.94% | 29 |
|
|
2015
Q4 | $5.38M | Buy |
79,220
+11,657
| +17% | +$792K | 1% | 32 |
|
|
2015
Q3 | $4.42M | Buy |
67,563
+2,929
| +5% | +$191K | 0.87% | 37 |
|
|
2015
Q2 | $5.48M | Sell |
64,634
-10,977
| -15% | -$931K | 0.92% | 39 |
|
|
2015
Q1 | $6.05M | Buy |
75,611
+3,424
| +5% | +$274K | 1.05% | 33 |
|
|
2014
Q4 | $6.61M | Buy |
72,187
+818
| +1% | +$74.9K | 0.83% | 34 |
|
|
2014
Q3 | $7.07M | Buy |
71,369
+319
| +0.4% | +$31.6K | 0.98% | 26 |
|
|
2014
Q2 | $7.72M | Sell |
71,050
-2,784
| -4% | -$303K | 1.47% | 19 |
|
|
2014
Q1 | $7.34M | Sell |
73,834
-4,933
| -6% | -$490K | 1.53% | 18 |
|
|
2013
Q4 | $7.15K | Buy |
78,767
+3,621
| +5% | +$329 | 0.38% | 19 |
|
|
2013
Q3 | $6.27M | Sell |
75,146
-406
| -0.5% | -$33.9K | 1.44% | 17 |
|
|
2013
Q2 | $6.23M | Buy |
+75,552
| New | +$6.23M | 1.8% | 16 |
|