Martin Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Hold |
2,111
| – | – | 0.53% | 40 |
|
|
2025
Q1 | $696K | Sell |
2,111
-200
| -9% | -$66K | 0.5% | 43 |
|
|
2024
Q4 | $838K | Buy |
2,311
+250
| +12% | +$90.7K | 0.54% | 39 |
|
|
2024
Q3 | $806K | Hold |
2,061
| – | – | 0.57% | 36 |
|
|
2024
Q2 | $687K | Hold |
2,061
| – | – | 0.51% | 40 |
|
|
2024
Q1 | $755K | Sell |
2,061
-4
| -0.2% | -$1.47K | 0.59% | 37 |
|
|
2023
Q4 | $611K | Hold |
2,065
| – | – | 0.52% | 41 |
|
|
2023
Q3 | $564K | Buy |
2,065
+150
| +8% | +$41K | 0.55% | 41 |
|
|
2023
Q2 | $471K | Hold |
1,915
| – | – | 0.43% | 46 |
|
|
2023
Q1 | $438K | Sell |
1,915
-130
| -6% | -$29.7K | 0.45% | 44 |
|
|
2022
Q4 | $490K | Buy |
2,045
+800
| +64% | +$192K | 0.55% | 41 |
|
|
2022
Q3 | $204K | Sell |
1,245
-1,600
| -56% | -$262K | 0.3% | 55 |
|
|
2022
Q2 | $509K | Hold |
2,845
| – | – | 0.45% | 47 |
|
|
2022
Q1 | $634K | Hold |
2,845
| – | – | 0.43% | 45 |
|
|
2021
Q4 | $588K | Buy |
+2,845
| New | +$588K | 0.36% | 46 |
|