Mendel Money 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 | $1.29M | Sell |
3,319
-25
| -0.7% | -$9.71K | 0.57% | 50 |
|
|
2025
Q1 | $1.1M | Buy |
3,344
+7
| +0.2% | +$2.31K | 0.52% | 55 |
|
|
2024
Q4 | $1.21M | Buy |
3,337
+375
| +13% | +$136K | 0.54% | 49 |
|
|
2024
Q3 | $1.16M | Sell |
2,962
-400
| -12% | -$156K | 0.5% | 56 |
|
|
2024
Q2 | $1.12M | Buy |
3,362
+85
| +3% | +$28.3K | 0.52% | 49 |
|
|
2024
Q1 | $1.2M | Buy |
3,277
+11
| +0.3% | +$4.03K | 0.56% | 48 |
|
|
2023
Q4 | $966K | Buy |
3,266
+333
| +11% | +$98.5K | 0.46% | 52 |
|
|
2023
Q3 | $801K | Buy |
2,933
+63
| +2% | +$17.2K | 0.43% | 54 |
|
|
2023
Q2 | $706K | Buy |
2,870
+198
| +7% | +$48.7K | 0.36% | 59 |
|
|
2023
Q1 | $611K | Buy |
2,672
+35
| +1% | +$8.01K | 0.33% | 62 |
|
|
2022
Q4 | $632K | Hold |
2,637
| – | – | 0.36% | 60 |
|
|
2022
Q3 | $433K | Hold |
2,637
| – | – | 0.27% | 72 |
|
|
2022
Q2 | $471K | Buy |
2,637
+30
| +1% | +$5.36K | 0.28% | 66 |
|
|
2022
Q1 | $581K | Buy |
+2,607
| New | +$581K | 0.28% | 71 |
|
|
2015
Q2 | $1.04M | Sell |
12,304
-6,430
| -34% | -$546K | 0.97% | 31 |
|
|
2015
Q1 | $1.5M | Sell |
18,734
-1,010
| -5% | -$80.8K | 1.39% | 29 |
|
|
2014
Q4 | $1.81M | Sell |
19,744
-250
| -1% | -$22.9K | 1.7% | 26 |
|
|
2014
Q3 | $1.98M | Buy |
+19,994
| New | +$1.98M | 1.94% | 27 |
|