Monarch Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
1,237
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $408K | Hold |
1,237
| – | – | 0.11% | 96 |
|
|
2024
Q4 | $449K | Sell |
1,237
-80
| -6% | -$29K | 0.12% | 91 |
|
|
2024
Q3 | $515K | Hold |
1,317
| – | – | 0.14% | 93 |
|
|
2024
Q2 | $439K | Hold |
1,317
| – | – | 0.13% | 91 |
|
|
2024
Q1 | $483K | Hold |
1,317
| – | – | 0.14% | 89 |
|
|
2023
Q4 | $389K | Hold |
1,317
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $360K | Hold |
1,317
| – | – | 0.12% | 96 |
|
|
2023
Q2 | $324K | Hold |
1,317
| – | – | 0.1% | 99 |
|
|
2023
Q1 | $301K | Hold |
1,317
| – | – | 0.09% | 102 |
|
|
2022
Q4 | $316K | Hold |
1,317
| – | – | 0.1% | 100 |
|
|
2022
Q3 | $216K | Hold |
1,317
| – | – | 0.07% | 110 |
|
|
2022
Q2 | $235K | Hold |
1,317
| – | – | 0.07% | 109 |
|
|
2022
Q1 | $293K | Hold |
1,317
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $272K | Hold |
1,317
| – | – | 0.07% | 107 |
|
|
2021
Q3 | $253K | Hold |
1,317
| – | – | 0.07% | 109 |
|
|
2021
Q2 | $287K | Hold |
1,317
| – | – | 0.08% | 98 |
|
|
2021
Q1 | $305K | Sell |
1,317
-100
| -7% | -$23.2K | 0.09% | 97 |
|
|
2020
Q4 | $258K | Hold |
1,417
| – | – | 0.08% | 98 |
|
|
2020
Q3 | $211K | Buy |
+1,417
| New | +$211K | 0.07% | 97 |
|
|
2020
Q1 | – | Sell |
-1,417
| Closed | -$209K | – | 92 |
|
|
2019
Q4 | $209K | Buy |
+1,417
| New | +$209K | 0.07% | 100 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$229K | – | 93 |
|
|
2018
Q3 | $229K | Hold |
1,500
| – | – | 0.08% | 89 |
|
|
2018
Q2 | $204K | Hold |
1,500
| – | – | 0.08% | 91 |
|
|
2018
Q1 | $221K | Buy |
1,500
+100
| +7% | +$14.7K | 0.09% | 87 |
|
|
2017
Q4 | $221K | Buy |
+1,400
| New | +$221K | 0.08% | 88 |
|