MV 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 | $4.45M | Sell |
11,470
-233
| -2% | -$90.5K | 0.46% | 38 |
|
|
2025
Q1 | $3.86M | Buy |
11,703
+713
| +6% | +$235K | 0.41% | 42 |
|
|
2024
Q4 | $3.99M | Buy |
10,990
+277
| +3% | +$100K | 0.43% | 38 |
|
|
2024
Q3 | $4.19M | Hold |
10,713
| – | – | 0.44% | 40 |
|
|
2024
Q2 | $3.57M | Buy |
10,713
+164
| +2% | +$54.6K | 0.4% | 43 |
|
|
2024
Q1 | $3.87M | Sell |
10,549
-1,131
| -10% | -$414K | 0.44% | 39 |
|
|
2023
Q4 | $3.45M | Buy |
11,680
+79
| +0.7% | +$23.4K | 0.44% | 38 |
|
|
2023
Q3 | $3.17M | Buy |
11,601
+213
| +2% | +$58.1K | 0.42% | 40 |
|
|
2023
Q2 | $2.8M | Sell |
11,388
-287
| -2% | -$70.6K | 0.37% | 41 |
|
|
2023
Q1 | $2.67M | Buy |
11,675
+91
| +0.8% | +$20.8K | 0.38% | 42 |
|
|
2022
Q4 | $2.78M | Buy |
11,584
+181
| +2% | +$43.4K | 0.43% | 35 |
|
|
2022
Q3 | $1.87M | Buy |
11,403
+374
| +3% | +$61.4K | 0.32% | 45 |
|
|
2022
Q2 | $1.97M | Sell |
11,029
-73
| -0.7% | -$13.1K | 0.34% | 53 |
|
|
2022
Q1 | $2.47M | Buy |
11,102
+153
| +1% | +$34.1K | 0.37% | 47 |
|
|
2021
Q4 | $2.26M | Buy |
10,949
+333
| +3% | +$68.9K | 0.33% | 53 |
|
|
2021
Q3 | $2.04M | Buy |
10,616
+636
| +6% | +$122K | 0.34% | 52 |
|
|
2021
Q2 | $2.17M | Buy |
9,980
+784
| +9% | +$171K | 0.37% | 47 |
|
|
2021
Q1 | $2.13M | Buy |
9,196
+1,450
| +19% | +$336K | 0.39% | 44 |
|
|
2020
Q4 | $1.41M | Buy |
7,746
+1,783
| +30% | +$325K | 0.27% | 47 |
|
|
2020
Q3 | $889K | Buy |
5,963
+1,248
| +26% | +$186K | 0.18% | 59 |
|
|
2020
Q2 | $596K | Buy |
4,715
+95
| +2% | +$12K | 0.14% | 67 |
|
|
2020
Q1 | $536K | Buy |
4,620
+593
| +15% | +$68.8K | 0.14% | 60 |
|
|
2019
Q4 | $595K | Buy |
4,027
+260
| +7% | +$38.4K | 0.13% | 66 |
|
|
2019
Q3 | $476K | Buy |
3,767
+238
| +7% | +$30.1K | 0.11% | 72 |
|
|
2019
Q2 | $481K | Buy |
3,529
+397
| +13% | +$54.1K | 0.11% | 70 |
|
|
2019
Q1 | $424K | Buy |
3,132
+262
| +9% | +$35.5K | 0.1% | 67 |
|
|
2018
Q4 | $365K | Buy |
2,870
+170
| +6% | +$21.6K | 0.1% | 68 |
|
|
2018
Q3 | $412K | Buy |
2,700
+58
| +2% | +$8.85K | 0.1% | 63 |
|
|
2018
Q2 | $358K | Sell |
2,642
-9
| -0.3% | -$1.22K | 0.09% | 67 |
|
|
2018
Q1 | $391K | Sell |
2,651
-58
| -2% | -$8.56K | 0.1% | 61 |
|
|
2017
Q4 | $427K | Sell |
2,709
-57
| -2% | -$8.98K | 0.12% | 60 |
|
|
2017
Q3 | $345K | Sell |
2,766
-238
| -8% | -$29.7K | 0.1% | 67 |
|
|
2017
Q2 | $323K | Buy |
3,004
+350
| +13% | +$37.6K | 0.1% | 72 |
|
|
2017
Q1 | $246K | Sell |
2,654
-296
| -10% | -$27.4K | 0.08% | 80 |
|
|
2016
Q4 | $274K | Sell |
2,950
-177
| -6% | -$16.4K | 0.1% | 69 |
|
|
2016
Q3 | $278K | Sell |
3,127
-421
| -12% | -$37.4K | 0.1% | 67 |
|
|
2016
Q2 | $269K | Buy |
3,548
+402
| +13% | +$30.5K | 0.1% | 75 |
|
|
2016
Q1 | $241K | Buy |
3,146
+64
| +2% | +$4.9K | 0.1% | 76 |
|
|
2015
Q4 | $209K | Buy |
3,082
+1,006
| +48% | +$68.2K | 0.08% | 87 |
|
|
2015
Q3 | $136K | Buy |
2,076
+129
| +7% | +$8.45K | 0.06% | 95 |
|
|
2015
Q2 | $165K | Sell |
1,947
-265
| -12% | -$22.5K | 0.07% | 92 |
|
|
2015
Q1 | $177K | Buy |
2,212
+99
| +5% | +$7.92K | 0.07% | 79 |
|
|
2014
Q4 | $193K | Buy |
+2,113
| New | +$193K | 0.09% | 71 |
|