Monarch Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590K | Hold |
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|
2025
Q2 | $480K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $515K | Hold |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $483K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $221K | Buy |
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|
2017
Q4 | $221K | Buy |
|