Monument 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 | $5.9M | Buy |
15,205
+128
| +0.8% | +$49.7K | 1.54% | 8 |
|
|
2025
Q1 | $4.97M | Buy |
15,077
+153
| +1% | +$50.5K | 1.53% | 14 |
|
|
2024
Q4 | $5.41M | Buy |
14,924
+42
| +0.3% | +$15.2K | 1.49% | 10 |
|
|
2024
Q3 | $5.82M | Buy |
14,882
+106
| +0.7% | +$41.5K | 1.61% | 11 |
|
|
2024
Q2 | $4.92M | Sell |
14,776
-359
| -2% | -$120K | 1.45% | 12 |
|
|
2024
Q1 | $5.55M | Sell |
15,135
-539
| -3% | -$198K | 1.6% | 9 |
|
|
2023
Q4 | $4.63M | Sell |
15,674
-37
| -0.2% | -$10.9K | 1.49% | 12 |
|
|
2023
Q3 | $4.29M | Buy |
15,711
+14
| +0.1% | +$3.82K | 1.44% | 13 |
|
|
2023
Q2 | $3.86M | Sell |
15,697
-2,398
| -13% | -$590K | 1.23% | 16 |
|
|
2023
Q1 | $4.14M | Sell |
18,095
-30
| -0.2% | -$6.87K | 1.39% | 14 |
|
|
2022
Q4 | $4.34M | Buy |
18,125
+592
| +3% | +$142K | 1.48% | 13 |
|
|
2022
Q3 | $2.88M | Buy |
17,533
+1,730
| +11% | +$284K | 1.08% | 23 |
|
|
2022
Q2 | $2.83M | Sell |
15,803
-88
| -0.6% | -$15.7K | 1.07% | 19 |
|
|
2022
Q1 | $3.54M | Buy |
15,891
+370
| +2% | +$82.4K | 1.15% | 16 |
|
|
2021
Q4 | $3.21M | Sell |
15,521
-2,038
| -12% | -$421K | 1% | 26 |
|
|
2021
Q3 | $3.37M | Buy |
17,559
+447
| +3% | +$85.8K | 1.15% | 17 |
|
|
2021
Q2 | $3.72M | Buy |
17,112
+379
| +2% | +$82.5K | 1.29% | 14 |
|
|
2021
Q1 | $3.88M | Sell |
16,733
-1,089
| -6% | -$253K | 1.56% | 10 |
|
|
2020
Q4 | $3.24M | Buy |
17,822
+191
| +1% | +$34.8K | 1.5% | 14 |
|
|
2020
Q3 | $2.63M | Sell |
17,631
-903
| -5% | -$135K | 1.39% | 18 |
|
|
2020
Q2 | $2.35M | Buy |
18,534
+165
| +0.9% | +$20.9K | 1.38% | 26 |
|
|
2020
Q1 | $2.13M | Sell |
18,369
-9
| -0% | -$1.05K | 1.53% | 27 |
|
|
2019
Q4 | $2.71M | Buy |
18,378
+85
| +0.5% | +$12.6K | 1.38% | 22 |
|
|
2019
Q3 | $2.31M | Sell |
18,293
-904
| -5% | -$114K | 1.25% | 36 |
|
|
2019
Q2 | $2.62M | Buy |
19,197
+406
| +2% | +$55.5K | 1.41% | 21 |
|
|
2019
Q1 | $2.55M | Sell |
18,791
-147
| -0.8% | -$19.9K | 1.45% | 22 |
|
|
2018
Q4 | $2.41M | Buy |
18,938
+1,348
| +8% | +$171K | 1.5% | 17 |
|
|
2018
Q3 | $2.68M | Buy |
17,590
+1,266
| +8% | +$193K | 1.51% | 12 |
|
|
2018
Q2 | $2.22M | Sell |
16,324
-383
| -2% | -$52K | 1.54% | 13 |
|
|
2018
Q1 | $2.4M | Sell |
16,707
-1,994
| -11% | -$287K | 1.64% | 13 |
|
|
2017
Q4 | $2.95M | Buy |
+18,701
| New | +$2.95M | 2.08% | 11 |
|