Mengis Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $503K | Hold |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $242K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $200K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $245K | Buy |
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|
2015
Q1 | $229K | Buy |
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|
2014
Q4 | $260K | Buy |
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