MMG
Monetary Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Hold |
8,212
| – | – | 0.78% | 25 |
|
|
2025
Q1 | $2.71M | Sell |
8,212
-2,015
| -20% | -$665K | 0.73% | 32 |
|
|
2024
Q4 | $3.71M | Hold |
10,227
| – | – | 0.96% | 19 |
|
|
2024
Q3 | $4M | Buy |
10,227
+60
| +0.6% | +$23.5K | 1.03% | 18 |
|
|
2024
Q2 | $3.39M | Sell |
10,167
-250
| -2% | -$83.3K | 0.9% | 20 |
|
|
2024
Q1 | $3.82M | Buy |
10,417
+25
| +0.2% | +$9.16K | 1.06% | 19 |
|
|
2023
Q4 | $3.07M | Hold |
10,392
| – | – | 0.96% | 22 |
|
|
2023
Q3 | $2.84M | Sell |
10,392
-1,875
| -15% | -$512K | 0.95% | 22 |
|
|
2023
Q2 | $3.02M | Sell |
12,267
-900
| -7% | -$221K | 0.93% | 24 |
|
|
2023
Q1 | $3.01M | Sell |
13,167
-125
| -0.9% | -$28.6K | 0.89% | 31 |
|
|
2022
Q4 | $3.18M | Sell |
13,292
-4,525
| -25% | -$1.08M | 0.99% | 27 |
|
|
2022
Q3 | $2.92M | Buy |
17,817
+25
| +0.1% | +$4.1K | 0.96% | 26 |
|
|
2022
Q2 | $3.18M | Sell |
17,792
-100
| -0.6% | -$17.9K | 1% | 25 |
|
|
2022
Q1 | $3.99M | Buy |
17,892
+1,000
| +6% | +$223K | 1.06% | 22 |
|
|
2021
Q4 | $3.49M | Buy |
16,892
+75
| +0.4% | +$15.5K | 0.86% | 34 |
|
|
2021
Q3 | $3.23M | Buy |
16,817
+900
| +6% | +$173K | 0.89% | 29 |
|
|
2021
Q2 | $3.46M | Buy |
15,917
+7,490
| +89% | +$1.63M | 1.04% | 27 |
|
|
2021
Q1 | $1.95M | Buy |
8,427
+2,600
| +45% | +$603K | 0.61% | 44 |
|
|
2020
Q4 | $1.06M | Buy |
5,827
+200
| +4% | +$36.4K | 0.35% | 70 |
|
|
2020
Q3 | $839K | Buy |
5,627
+125
| +2% | +$18.6K | 0.3% | 80 |
|
|
2020
Q2 | $696K | Sell |
5,502
-450
| -8% | -$56.9K | 0.26% | 83 |
|
|
2020
Q1 | $691K | Buy |
5,952
+350
| +6% | +$40.6K | 0.31% | 79 |
|
|
2019
Q4 | $827K | Sell |
5,602
-468
| -8% | -$69.1K | 0.3% | 86 |
|
|
2019
Q3 | $767K | Sell |
6,070
-250
| -4% | -$31.6K | 0.29% | 87 |
|
|
2019
Q2 | $861K | Sell |
6,320
-75
| -1% | -$10.2K | 0.33% | 87 |
|
|
2019
Q1 | $866K | Sell |
6,395
-175
| -3% | -$23.7K | 0.34% | 82 |
|
|
2018
Q4 | $835K | Buy |
6,570
+1,250
| +23% | +$159K | 0.38% | 77 |
|
|
2018
Q3 | $811K | Sell |
5,320
-500
| -9% | -$76.2K | 0.31% | 79 |
|
|
2018
Q2 | $790K | Buy |
5,820
+400
| +7% | +$54.3K | 0.32% | 77 |
|
|
2018
Q1 | $799K | Sell |
5,420
-100
| -2% | -$14.7K | 0.33% | 73 |
|
|
2017
Q4 | $870K | Buy |
5,520
+100
| +2% | +$15.8K | 0.35% | 67 |
|
|
2017
Q3 | $676K | Sell |
5,420
-250
| -4% | -$31.2K | 0.29% | 78 |
|
|
2017
Q2 | $609K | Buy |
5,670
+1,225
| +28% | +$132K | 0.25% | 90 |
|
|
2017
Q1 | $412K | Buy |
4,445
+150
| +3% | +$13.9K | 0.18% | 108 |
|
|
2016
Q4 | $398K | Sell |
4,295
-700
| -14% | -$64.9K | 0.18% | 104 |
|
|
2016
Q3 | $443K | Hold |
4,995
| – | – | 0.2% | 95 |
|
|
2016
Q2 | $379K | Buy |
4,995
+125
| +3% | +$9.48K | 0.18% | 107 |
|
|
2016
Q1 | $373K | Sell |
4,870
-1,600
| -25% | -$123K | 0.18% | 104 |
|
|
2015
Q4 | $440K | Sell |
6,470
-300
| -4% | -$20.4K | 0.21% | 92 |
|
|
2015
Q3 | $442K | Sell |
6,770
-2,675
| -28% | -$175K | 0.22% | 97 |
|
|
2015
Q2 | $801K | Buy |
9,445
+150
| +2% | +$12.7K | 0.36% | 76 |
|
|
2015
Q1 | $744K | Sell |
9,295
-1,350
| -13% | -$108K | 0.33% | 83 |
|
|
2014
Q4 | $974K | Buy |
10,645
+700
| +7% | +$64K | 0.43% | 70 |
|
|
2014
Q3 | $985K | Sell |
9,945
-500
| -5% | -$49.5K | 0.46% | 68 |
|
|
2014
Q2 | $1.14M | Buy |
10,445
+155
| +2% | +$16.8K | 0.53% | 59 |
|
|
2014
Q1 | $1.02M | Buy |
10,290
+1,000
| +11% | +$99.4K | 0.48% | 67 |
|
|
2013
Q4 | $844K | Buy |
9,290
+600
| +7% | +$54.5K | 0.39% | 73 |
|
|
2013
Q3 | $725K | Sell |
8,690
-10,275
| -54% | -$857K | 0.38% | 80 |
|
|
2013
Q2 | $1.56M | Buy |
+18,965
| New | +$1.56M | 0.86% | 40 |
|