Old West Investment 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 | $1.73M | Hold |
4,458
| – | – | 0.57% | 41 |
|
|
2025
Q1 | $1.47M | Buy |
+4,458
| New | +$1.47M | 0.53% | 41 |
|
|
2024
Q4 | – | Sell |
-4,458
| Closed | -$1.74M | – | 58 |
|
|
2024
Q3 | $1.74M | Hold |
4,458
| – | – | 0.67% | 34 |
|
|
2024
Q2 | $1.48M | Buy |
+4,458
| New | +$1.48M | 0.66% | 35 |
|
|
2023
Q2 | – | Sell |
-4,458
| Closed | -$1.02M | – | 47 |
|
|
2023
Q1 | $1.02M | Hold |
4,458
| – | – | 0.55% | 26 |
|
|
2022
Q4 | $1.07M | Hold |
4,458
| – | – | 0.67% | 26 |
|
|
2022
Q3 | $731K | Sell |
4,458
-200
| -4% | -$32.8K | 0.52% | 29 |
|
|
2022
Q2 | $832K | Buy |
+4,658
| New | +$832K | 0.58% | 27 |
|
|
2022
Q1 | – | Sell |
-4,458
| Closed | -$921K | – | 43 |
|
|
2021
Q4 | $921K | Hold |
4,458
| – | – | 0.45% | 30 |
|
|
2021
Q3 | $855K | Hold |
4,458
| – | – | 0.22% | 33 |
|
|
2021
Q2 | $970K | Hold |
4,458
| – | – | 0.2% | 33 |
|
|
2021
Q1 | $1.03M | Buy |
4,458
+318
| +8% | +$73.7K | 0.22% | 27 |
|
|
2020
Q4 | $753K | Hold |
4,140
| – | – | 0.17% | 30 |
|
|
2020
Q3 | $617K | Hold |
4,140
| – | – | 0.14% | 31 |
|
|
2020
Q2 | $523K | Hold |
4,140
| – | – | 0.15% | 35 |
|
|
2020
Q1 | $480K | Hold |
4,140
| – | – | 0.36% | 37 |
|
|
2019
Q4 | $611K | Buy |
+4,140
| New | +$611K | 0.23% | 42 |
|
|
2018
Q2 | – | Sell |
-4,140
| Closed | -$610K | – | 76 |
|
|
2018
Q1 | $610K | Buy |
+4,140
| New | +$610K | 0.35% | 58 |
|
|
2017
Q3 | – | Sell |
-4,140
| Closed | -$444K | – | 68 |
|
|
2017
Q2 | $444K | Buy |
+4,140
| New | +$444K | 0.24% | 53 |
|
|
2014
Q1 | – | Sell |
-4,140
| Closed | -$375K | – | 84 |
|
|
2013
Q4 | $375K | Buy |
+4,140
| New | +$375K | 0.23% | 78 |
|