Mountain Pacific Investment Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
2,153
+50
| +2% | +$19.4K | 0.06% | 87 |
|
|
2025
Q1 | $694K | Sell |
2,103
-55
| -3% | -$18.1K | 0.05% | 97 |
|
|
2024
Q4 | $783K | Hold |
2,158
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $844K | Buy |
2,158
+299
| +16% | +$117K | 0.06% | 88 |
|
|
2024
Q2 | $619K | Buy |
1,859
+1
| +0.1% | +$333 | 0.05% | 98 |
|
|
2024
Q1 | $681K | Hold |
1,858
| – | – | 0.04% | 97 |
|
|
2023
Q4 | $549K | Sell |
1,858
-19
| -1% | -$5.62K | 0.03% | 101 |
|
|
2023
Q3 | $512K | Buy |
1,877
+411
| +28% | +$112K | 0.04% | 100 |
|
|
2023
Q2 | $361K | Sell |
1,466
-24
| -2% | -$5.91K | 0.02% | 111 |
|
|
2023
Q1 | $341K | Sell |
1,490
-561
| -27% | -$128K | 0.02% | 114 |
|
|
2022
Q4 | $491K | Buy |
2,051
+1
| +0% | +$240 | 0.04% | 102 |
|
|
2022
Q3 | $336K | Buy |
2,050
+1
| +0% | +$164 | 0.03% | 111 |
|
|
2022
Q2 | $366K | Buy |
2,049
+1
| +0% | +$179 | 0.03% | 110 |
|
|
2022
Q1 | $456K | Buy |
2,048
+1
| +0% | +$223 | 0.03% | 112 |
|
|
2021
Q4 | $423K | Buy |
2,047
+16
| +0.8% | +$3.31K | 0.02% | 112 |
|
|
2021
Q3 | $390K | Sell |
2,031
-64
| -3% | -$12.3K | 0.02% | 116 |
|
|
2021
Q2 | $456K | Buy |
2,095
+190
| +10% | +$41.4K | 0.03% | 107 |
|
|
2021
Q1 | $442K | Buy |
1,905
+193
| +11% | +$44.8K | 0.03% | 109 |
|
|
2020
Q4 | $312K | Hold |
1,712
| – | – | 0.02% | 115 |
|
|
2020
Q3 | $255K | Sell |
1,712
-175
| -9% | -$26.1K | 0.02% | 114 |
|
|
2020
Q2 | $239K | Buy |
+1,887
| New | +$239K | 0.02% | 119 |
|
|
2018
Q4 | – | Sell |
-812
| Closed | -$124K | – | 129 |
|
|
2018
Q3 | $124K | Buy |
+812
| New | +$124K | 0.01% | 135 |
|