Murphy Middleton Hinkle & Parker’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Hold |
7,324
| – | – | 1.35% | 22 |
|
|
2025
Q1 | $2.42M | Hold |
7,324
| – | – | 1.35% | 22 |
|
|
2024
Q4 | $2.66M | Sell |
7,324
-456
| -6% | -$165K | 1.5% | 18 |
|
|
2024
Q3 | $3.04M | Sell |
7,780
-237
| -3% | -$92.7K | 1.64% | 19 |
|
|
2024
Q2 | $2.67M | Sell |
8,017
-330
| -4% | -$110K | 1.55% | 20 |
|
|
2024
Q1 | $3.06M | Sell |
8,347
-180
| -2% | -$66K | 1.78% | 15 |
|
|
2023
Q4 | $2.52M | Sell |
8,527
-27
| -0.3% | -$7.98K | 1.56% | 20 |
|
|
2023
Q3 | $2.34M | Sell |
8,554
-100
| -1% | -$27.3K | 1.5% | 20 |
|
|
2023
Q2 | $2.13M | Sell |
8,654
-126
| -1% | -$31K | 1.33% | 24 |
|
|
2023
Q1 | $2.01M | Hold |
8,780
| – | – | 1.25% | 27 |
|
|
2022
Q4 | $2.1M | Sell |
8,780
-137
| -2% | -$32.8K | 1.32% | 24 |
|
|
2022
Q3 | $1.46M | Sell |
8,917
-300
| -3% | -$49.2K | 1.02% | 32 |
|
|
2022
Q2 | $1.65M | Hold |
9,217
| – | – | 1.07% | 31 |
|
|
2022
Q1 | $2.05M | Buy |
9,217
+10
| +0.1% | +$2.23K | 1.1% | 27 |
|
|
2021
Q4 | $1.9M | Sell |
9,207
-55
| -0.6% | -$11.4K | 1.01% | 32 |
|
|
2021
Q3 | $1.78M | Sell |
9,262
-12
| -0.1% | -$2.3K | 1.03% | 34 |
|
|
2021
Q2 | $2.02M | Sell |
9,274
-11
| -0.1% | -$2.39K | 1.13% | 29 |
|
|
2021
Q1 | $2.15M | Sell |
9,285
-421
| -4% | -$97.6K | 1.25% | 25 |
|
|
2020
Q4 | $1.77M | Sell |
9,706
-150
| -2% | -$27.3K | 1.18% | 30 |
|
|
2020
Q3 | $1.47M | Buy |
9,856
+708
| +8% | +$106K | 1.08% | 33 |
|
|
2020
Q2 | $1.16M | Buy |
9,148
+111
| +1% | +$14K | 0.85% | 45 |
|
|
2020
Q1 | $1.05M | Hold |
9,037
| – | – | 0.93% | 42 |
|
|
2019
Q4 | $1.34M | Buy |
9,037
+148
| +2% | +$21.9K | 0.89% | 43 |
|
|
2019
Q3 | $1.12M | Buy |
8,889
+1
| +0% | +$126 | 0.8% | 47 |
|
|
2019
Q2 | $1.21M | Sell |
8,888
-19
| -0.2% | -$2.59K | 0.86% | 42 |
|
|
2019
Q1 | $1.21M | Buy |
8,907
+1
| +0% | +$136 | 0.83% | 44 |
|
|
2018
Q4 | $1.13M | Buy |
8,906
+1
| +0% | +$127 | 0.86% | 43 |
|
|
2018
Q3 | $1.36M | Hold |
8,905
| – | – | 0.96% | 40 |
|
|
2018
Q2 | $1.21M | Buy |
8,905
+1
| +0% | +$136 | 0.9% | 42 |
|
|
2018
Q1 | $1.31M | Hold |
8,904
| – | – | 1.02% | 34 |
|
|
2017
Q4 | $1.4M | Buy |
+8,904
| New | +$1.4M | 1.04% | 35 |
|