MCM
McKinley Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $979K | Sell |
2,938
-521
| -15% | -$174K | 0.17% | 89 |
|
|
2024
Q1 | $1.27M | Sell |
3,459
-150
| -4% | -$55K | 0.15% | 123 |
|
|
2023
Q4 | $1.07M | Sell |
3,609
-4,383
| -55% | -$1.3M | 0.14% | 121 |
|
|
2023
Q3 | $2.18M | Sell |
7,992
-83
| -1% | -$22.7K | 0.31% | 95 |
|
|
2023
Q2 | $1.99M | Sell |
8,075
-10
| -0.1% | -$2.46K | 0.27% | 102 |
|
|
2023
Q1 | $1.85M | Buy |
8,085
+2,317
| +40% | +$530K | 0.25% | 103 |
|
|
2022
Q4 | $1.38M | Buy |
+5,768
| New | +$1.38M | 0.19% | 117 |
|
|
2019
Q1 | – | Sell |
-89,168
| Closed | -$11.3M | – | 277 |
|
|
2018
Q4 | $11.3M | Buy |
89,168
+7,020
| +9% | +$892K | 0.92% | 41 |
|
|
2018
Q3 | $12.5M | Sell |
82,148
-3,178
| -4% | -$485K | 0.8% | 48 |
|
|
2018
Q2 | $11.6M | Sell |
85,326
-21,587
| -20% | -$2.93M | 0.75% | 50 |
|
|
2018
Q1 | $15.8M | Sell |
106,913
-3,230
| -3% | -$476K | 0.92% | 45 |
|
|
2017
Q4 | $17.4M | Buy |
110,143
+90,760
| +468% | +$14.3M | 0.88% | 38 |
|
|
2017
Q3 | $2.42M | Buy |
+19,383
| New | +$2.42M | 0.1% | 148 |
|
|
2014
Q1 | – | Sell |
-4,940
| Closed | -$449K | – | 365 |
|
|
2013
Q4 | $449K | Buy |
+4,940
| New | +$449K | 0.02% | 315 |
|