MHC
Meyer Handelman Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9M | Sell |
123,276
-860
| -0.7% | -$334K | 1.58% | 14 |
|
|
2025
Q1 | $40.9M | Sell |
124,136
-330
| -0.3% | -$109K | 1.43% | 19 |
|
|
2024
Q4 | $45.2M | Sell |
124,466
-1,900
| -2% | -$689K | 1.56% | 15 |
|
|
2024
Q3 | $49.4M | Sell |
126,366
-875
| -0.7% | -$342K | 1.67% | 15 |
|
|
2024
Q2 | $42.4M | Sell |
127,241
-1,985
| -2% | -$661K | 1.49% | 18 |
|
|
2024
Q1 | $47.4M | Sell |
129,226
-3,490
| -3% | -$1.28M | 1.66% | 14 |
|
|
2023
Q4 | $39.2M | Sell |
132,716
-1,000
| -0.7% | -$296K | 1.53% | 18 |
|
|
2023
Q3 | $36.5M | Sell |
133,716
-2,100
| -2% | -$573K | 1.47% | 22 |
|
|
2023
Q2 | $33.4M | Buy |
135,816
+3,800
| +3% | +$935K | 1.35% | 24 |
|
|
2023
Q1 | $30.2M | Sell |
132,016
-9,800
| -7% | -$2.24M | 1.26% | 27 |
|
|
2022
Q4 | $34M | Hold |
141,816
| – | – | 1.42% | 19 |
|
|
2022
Q3 | $23.3M | Hold |
141,816
| – | – | 1.08% | 31 |
|
|
2022
Q2 | $25.4M | Sell |
141,816
-400
| -0.3% | -$71.5K | 1.09% | 30 |
|
|
2022
Q1 | $31.7M | Sell |
142,216
-200
| -0.1% | -$44.6K | 1.22% | 25 |
|
|
2021
Q4 | $29.4M | Buy |
142,416
+5,700
| +4% | +$1.18M | 1.1% | 29 |
|
|
2021
Q3 | $26.2M | Sell |
136,716
-700
| -0.5% | -$134K | 1.08% | 30 |
|
|
2021
Q2 | $29.9M | Sell |
137,416
-4,150
| -3% | -$903K | 1.18% | 26 |
|
|
2021
Q1 | $32.8M | Buy |
141,566
+1,500
| +1% | +$348K | 1.36% | 21 |
|
|
2020
Q4 | $25.5M | Buy |
140,066
+3,000
| +2% | +$546K | 1.15% | 28 |
|
|
2020
Q3 | $20.4M | Sell |
137,066
-1,700
| -1% | -$254K | 1.04% | 35 |
|
|
2020
Q2 | $17.6M | Hold |
138,766
| – | – | 0.94% | 39 |
|
|
2020
Q1 | $16.1M | Sell |
138,766
-900
| -0.6% | -$104K | 0.99% | 36 |
|
|
2019
Q4 | $20.6M | Sell |
139,666
-2,400
| -2% | -$354K | 0.99% | 38 |
|
|
2019
Q3 | $17.9M | Hold |
142,066
| – | – | 0.91% | 40 |
|
|
2019
Q2 | $19.4M | Sell |
142,066
-1,600
| -1% | -$218K | 0.99% | 37 |
|
|
2019
Q1 | $19.1M | Hold |
143,666
| – | – | 0.99% | 38 |
|
|
2018
Q4 | $18.3M | Sell |
143,666
-1,700
| -1% | -$216K | 1.03% | 35 |
|
|
2018
Q3 | $22.2M | Sell |
145,366
-6,700
| -4% | -$1.02M | 1.08% | 36 |
|
|
2018
Q2 | $20.6M | Sell |
152,066
-1,100
| -0.7% | -$149K | 1.06% | 33 |
|
|
2018
Q1 | $22.6M | Sell |
153,166
-5,050
| -3% | -$744K | 1.15% | 30 |
|
|
2017
Q4 | $24.9M | Sell |
158,216
-75,900
| -32% | -$12M | 1.19% | 28 |
|
|
2017
Q3 | $29.2M | Sell |
234,116
-12,500
| -5% | -$1.56M | 1.33% | 21 |
|
|
2017
Q2 | $26.5M | Hold |
246,616
| – | – | 1.12% | 36 |
|
|
2017
Q1 | $22.9M | Sell |
246,616
-1,300
| -0.5% | -$121K | 0.97% | 40 |
|
|
2016
Q4 | $23M | Hold |
247,916
| – | – | 1.02% | 38 |
|
|
2016
Q3 | $22M | Hold |
247,916
| – | – | 0.99% | 39 |
|
|
2016
Q2 | $18.8M | Hold |
247,916
| – | – | 0.84% | 42 |
|
|
2016
Q1 | $19M | Hold |
247,916
| – | – | 0.88% | 41 |
|
|
2015
Q4 | $16.8M | Buy |
247,916
+1,000
| +0.4% | +$68K | 0.8% | 44 |
|
|
2015
Q3 | $16.1M | Buy |
246,916
+1,800
| +0.7% | +$118K | 0.82% | 44 |
|
|
2015
Q2 | $20.8M | Buy |
245,116
+3,150
| +1% | +$267K | 0.95% | 40 |
|
|
2015
Q1 | $19.4M | Buy |
241,966
+1,200
| +0.5% | +$96K | 0.88% | 42 |
|
|
2014
Q4 | $22M | Sell |
240,766
-100
| -0% | -$9.15K | 0.99% | 34 |
|
|
2014
Q3 | $23.9M | Sell |
240,866
-2,600
| -1% | -$257K | 1.11% | 31 |
|
|
2014
Q2 | $26.5M | Hold |
243,466
| – | – | 1.22% | 23 |
|
|
2014
Q1 | $24.2M | Sell |
243,466
-200
| -0.1% | -$19.9K | 1.16% | 24 |
|
|
2013
Q4 | $22.1M | Hold |
243,666
| – | – | 1.07% | 29 |
|
|
2013
Q3 | $20.3M | Buy |
243,666
+200
| +0.1% | +$16.7K | 1.08% | 27 |
|
|
2013
Q2 | $20.1M | Buy |
+243,466
| New | +$20.1M | 1.1% | 26 |
|