MIC
Means Investment Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
2,271
-21
| -0.9% | -$8.15K | 0.08% | 97 |
|
|
2025
Q1 | $756K | Sell |
2,292
-417
| -15% | -$138K | 0.08% | 102 |
|
|
2024
Q4 | $983K | Sell |
2,709
-371
| -12% | -$135K | 0.1% | 96 |
|
|
2024
Q3 | $1.2M | Buy |
3,080
+81
| +3% | +$31.7K | 0.13% | 85 |
|
|
2024
Q2 | $999K | Sell |
2,999
-97
| -3% | -$32.3K | 0.12% | 88 |
|
|
2024
Q1 | $1.13M | Buy |
3,096
+41
| +1% | +$15K | 0.15% | 85 |
|
|
2023
Q4 | $903K | Buy |
3,055
+109
| +4% | +$32.2K | 0.13% | 97 |
|
|
2023
Q3 | $804K | Buy |
2,946
+238
| +9% | +$65K | 0.13% | 101 |
|
|
2023
Q2 | $666K | Buy |
2,708
+919
| +51% | +$226K | 0.11% | 107 |
|
|
2023
Q1 | $409K | Buy |
1,789
+87
| +5% | +$19.9K | 0.07% | 132 |
|
|
2022
Q4 | $408K | Buy |
1,702
+398
| +31% | +$95.3K | 0.08% | 131 |
|
|
2022
Q3 | $214K | Buy |
1,304
+17
| +1% | +$2.79K | 0.05% | 177 |
|
|
2022
Q2 | $230K | Buy |
1,287
+2
| +0.2% | +$357 | 0.05% | 175 |
|
|
2022
Q1 | $286K | Sell |
1,285
-8
| -0.6% | -$1.78K | 0.05% | 159 |
|
|
2021
Q4 | $267K | Sell |
1,293
-92
| -7% | -$19K | 0.05% | 162 |
|
|
2021
Q3 | $266K | Buy |
1,385
+4
| +0.3% | +$768 | 0.05% | 158 |
|
|
2021
Q2 | $301K | Buy |
1,381
+2
| +0.1% | +$436 | 0.06% | 154 |
|
|
2021
Q1 | $320K | Buy |
1,379
+103
| +8% | +$23.9K | 0.07% | 140 |
|
|
2020
Q4 | $253K | Buy |
+1,276
| New | +$253K | 0.06% | 154 |
|
|
2020
Q1 | – | Sell |
-13,210
| Closed | -$1.95M | – | 139 |
|
|
2019
Q4 | $1.95M | Buy |
13,210
+1,041
| +9% | +$154K | 0.65% | 43 |
|
|
2019
Q3 | $1.79M | Buy |
12,169
+582
| +5% | +$85.5K | 0.68% | 45 |
|
|
2019
Q2 | $1.56M | Buy |
11,587
+495
| +4% | +$66.5K | 0.64% | 51 |
|
|
2019
Q1 | $1.5M | Buy |
11,092
+3,343
| +43% | +$453K | 0.66% | 47 |
|
|
2018
Q4 | $985K | Buy |
+7,749
| New | +$985K | 0.55% | 50 |
|