Mogy Joel R Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
1,200
| – | – | 0.03% | 80 |
|
|
2025
Q1 | $396K | Hold |
1,200
| – | – | 0.03% | 84 |
|
|
2024
Q4 | $435K | Sell |
1,200
-104
| -8% | -$37.7K | 0.03% | 86 |
|
|
2024
Q3 | $510K | Buy |
1,304
+104
| +9% | +$40.7K | 0.03% | 81 |
|
|
2024
Q2 | $400K | Hold |
1,200
| – | – | 0.03% | 85 |
|
|
2024
Q1 | $440K | Buy |
1,200
+140
| +13% | +$51.3K | 0.03% | 84 |
|
|
2023
Q4 | $313K | Hold |
1,060
| – | – | 0.02% | 88 |
|
|
2023
Q3 | $289K | Hold |
1,060
| – | – | 0.02% | 92 |
|
|
2023
Q2 | $261K | Hold |
1,060
| – | – | 0.02% | 102 |
|
|
2023
Q1 | $243K | Hold |
1,060
| – | – | 0.02% | 106 |
|
|
2022
Q4 | $254K | Buy |
+1,060
| New | +$254K | 0.03% | 102 |
|
|
2022
Q2 | – | Sell |
-1,060
| Closed | -$236K | – | 107 |
|
|
2022
Q1 | $236K | Hold |
1,060
| – | – | 0.02% | 108 |
|
|
2021
Q4 | $219K | Hold |
1,060
| – | – | 0.02% | 119 |
|
|
2021
Q3 | $203K | Hold |
1,060
| – | – | 0.02% | 112 |
|
|
2021
Q2 | $231K | Hold |
1,060
| – | – | 0.02% | 110 |
|
|
2021
Q1 | $246K | Buy |
+1,060
| New | +$246K | 0.02% | 104 |
|
|
2014
Q3 | – | Sell |
-1,920
| Closed | -$209K | – | 147 |
|
|
2014
Q2 | $209K | Buy |
+1,920
| New | +$209K | 0.04% | 144 |
|
|
2013
Q3 | – | Sell |
-2,870
| Closed | -$237K | – | 139 |
|
|
2013
Q2 | $237K | Buy |
+2,870
| New | +$237K | 0.06% | 134 |
|