MDCM
Morgan Dempsey Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9K | Hold |
180
| – | – | 0.03% | 80 |
|
|
2025
Q1 | $59.4K | Sell |
180
-20
| -10% | -$6.6K | 0.02% | 72 |
|
|
2024
Q4 | $72.6K | Hold |
200
| – | – | 0.03% | 67 |
|
|
2024
Q3 | $78.2K | Hold |
200
| – | – | 0.03% | 64 |
|
|
2024
Q2 | $66.6K | Hold |
200
| – | – | 0.02% | 62 |
|
|
2024
Q1 | $73.3K | Hold |
200
| – | – | 0.02% | 55 |
|
|
2023
Q4 | $59.1K | Hold |
200
| – | – | 0.02% | 63 |
|
|
2023
Q3 | $54.6K | Hold |
200
| – | – | 0.02% | 59 |
|
|
2023
Q2 | $49.2K | Hold |
200
| – | – | 0.01% | 65 |
|
|
2023
Q1 | $45.8K | Hold |
200
| – | – | 0.01% | 66 |
|
|
2022
Q4 | $47.9K | Hold |
200
| – | – | 0.01% | 68 |
|
|
2022
Q3 | $33K | Buy |
+200
| New | +$33K | 0.01% | 69 |
|