NCM Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Hold |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $804K | Hold |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $771K | Sell |
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|
2023
Q4 | $637K | Hold |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $543K | Hold |
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|
2023
Q1 | $505K | Hold |
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|
2022
Q4 | $528K | Hold |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $455K | Buy |
|