MJP
Michael J. Puzo’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Sell |
2,390
-100
| -4% | -$38.8K | 0.26% | 46 |
|
|
2025
Q1 | $821K | Sell |
2,490
-220
| -8% | -$72.6K | 0.24% | 45 |
|
|
2024
Q4 | $983K | Hold |
2,710
| – | – | 0.27% | 42 |
|
|
2024
Q3 | $1.06M | Hold |
2,710
| – | – | 0.28% | 42 |
|
|
2024
Q2 | $903K | Sell |
2,710
-440
| -14% | -$147K | 0.25% | 44 |
|
|
2024
Q1 | $1.15M | Sell |
3,150
-250
| -7% | -$91.6K | 0.32% | 44 |
|
|
2023
Q4 | $1.01M | Hold |
3,400
| – | – | 0.32% | 42 |
|
|
2023
Q3 | $928K | Sell |
3,400
-525
| -13% | -$143K | 0.31% | 47 |
|
|
2023
Q2 | $966K | Sell |
3,925
-100
| -2% | -$24.6K | 0.31% | 47 |
|
|
2023
Q1 | $921K | Hold |
4,025
| – | – | 0.31% | 48 |
|
|
2022
Q4 | $964K | Hold |
4,025
| – | – | 0.35% | 45 |
|
|
2022
Q3 | $661K | Hold |
4,025
| – | – | 0.25% | 56 |
|
|
2022
Q2 | $720K | Hold |
4,025
| – | – | 0.26% | 57 |
|
|
2022
Q1 | $897K | Sell |
4,025
-450
| -10% | -$100K | 0.27% | 53 |
|
|
2021
Q4 | $925K | Buy |
4,475
+400
| +10% | +$82.7K | 0.26% | 48 |
|
|
2021
Q3 | $782K | Sell |
4,075
-200
| -5% | -$38.4K | 0.25% | 50 |
|
|
2021
Q2 | $930K | Sell |
4,275
-125
| -3% | -$27.2K | 0.29% | 49 |
|
|
2021
Q1 | $1.02M | Sell |
4,400
-500
| -10% | -$116K | 0.32% | 49 |
|
|
2020
Q4 | $892K | Sell |
4,900
-400
| -8% | -$72.8K | 0.29% | 49 |
|
|
2020
Q3 | $790K | Sell |
5,300
-600
| -10% | -$89.4K | 0.28% | 49 |
|
|
2020
Q2 | $746K | Hold |
5,900
| – | – | 0.28% | 48 |
|
|
2020
Q1 | $685K | Sell |
5,900
-100
| -2% | -$11.6K | 0.3% | 47 |
|
|
2019
Q4 | $886K | Hold |
6,000
| – | – | 0.32% | 49 |
|
|
2019
Q3 | $758K | Buy |
6,000
+2,800
| +88% | +$354K | 0.29% | 50 |
|
|
2019
Q2 | $436K | Buy |
3,200
+1,700
| +113% | +$232K | 0.16% | 61 |
|
|
2019
Q1 | $203K | Buy |
+1,500
| New | +$203K | 0.08% | 78 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$229K | – | 77 |
|
|
2018
Q3 | $229K | Hold |
1,500
| – | – | 0.09% | 78 |
|
|
2018
Q2 | $204K | Hold |
1,500
| – | – | 0.09% | 77 |
|
|
2018
Q1 | $221K | Hold |
1,500
| – | – | 0.09% | 75 |
|
|
2017
Q4 | $236K | Buy |
+1,500
| New | +$236K | 0.1% | 74 |
|
|
2015
Q2 | – | Sell |
-2,500
| Closed | -$200K | – | 122 |
|
|
2015
Q1 | $200K | Sell |
2,500
-481
| -16% | -$38.5K | 0.13% | 81 |
|
|
2014
Q4 | $273K | Buy |
2,981
+70
| +2% | +$6.41K | 0.18% | 73 |
|
|
2014
Q3 | $288K | Buy |
2,911
+365
| +14% | +$36.1K | 0.2% | 69 |
|
|
2014
Q2 | $277K | Sell |
2,546
-3
| -0.1% | -$326 | 0.19% | 67 |
|
|
2014
Q1 | $253K | Hold |
2,549
| – | – | 0.18% | 66 |
|
|
2013
Q4 | $231K | Sell |
2,549
-213
| -8% | -$19.3K | 0.17% | 71 |
|
|
2013
Q3 | $230K | Buy |
2,762
+5
| +0.2% | +$416 | 0.19% | 68 |
|
|
2013
Q2 | $227K | Buy |
+2,757
| New | +$227K | 0.2% | 70 |
|