Mount Vernon Associates’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 | $358K | Sell |
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|
2025
Q2 | $369K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $269K | Hold |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $328K | Hold |
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|
2017
Q4 | $351K | Hold |
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|
2017
Q3 | $278K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $203K | Hold |
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|
2014
Q2 | $223K | Hold |
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|
2014
Q1 | $204K | Buy |
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