Mitchell McLeod Pugh & Williams’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 | $3.8M | Buy |
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|
2025
Q1 | $3.13M | Buy |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $4.02M | Sell |
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|
2024
Q2 | $3.44M | Hold |
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|
2024
Q1 | $3.78M | Sell |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $2.51M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $2.38M | Sell |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.03M | Sell |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $2.11M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.53M | Hold |
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|
2020
Q1 | $1.41M | Sell |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $1.65M | Hold |
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|
2019
Q2 | $1.78M | Hold |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.64M | Hold |
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|
2018
Q3 | $1.97M | Sell |
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|
2018
Q2 | $1.8M | Sell |
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|
2018
Q1 | $2.04M | Sell |
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|
2017
Q4 | $2.2M | Hold |
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|
2017
Q3 | $1.74M | Sell |
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|
2017
Q2 | $1.5M | Hold |
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|
2017
Q1 | $1.3M | Hold |
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|
2016
Q4 | $1.3M | Buy |
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|
2016
Q3 | $1.14M | Hold |
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|
2016
Q2 | $970K | Buy |
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|
2016
Q1 | $910K | Buy |
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|
2015
Q4 | $755K | Buy |
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|
2015
Q3 | $725K | Sell |
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|
2015
Q2 | $945K | Hold |
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|
2015
Q1 | $892K | Buy |
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|
2014
Q4 | $990K | Buy |
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