PAM
Palisade Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
9,007
-340
| -4% | -$132K | 0.35% | 67 |
|
|
2025
Q1 | $3.08M | Sell |
9,347
-35
| -0.4% | -$11.5K | 0.32% | 67 |
|
|
2024
Q4 | $3.4M | Sell |
9,382
-98
| -1% | -$35.6K | 0.35% | 65 |
|
|
2024
Q3 | $3.71M | Buy |
9,480
+33
| +0.3% | +$12.9K | 0.36% | 63 |
|
|
2024
Q2 | $3.15M | Sell |
9,447
-25
| -0.3% | -$8.33K | 0.33% | 70 |
|
|
2024
Q1 | $3.47M | Hold |
9,472
| – | – | 0.34% | 69 |
|
|
2023
Q4 | $2.8M | Sell |
9,472
-48
| -0.5% | -$14.2K | 0.31% | 77 |
|
|
2023
Q3 | $2.6M | Sell |
9,520
-148
| -2% | -$40.4K | 0.32% | 70 |
|
|
2023
Q2 | $2.38M | Buy |
9,668
+39
| +0.4% | +$9.6K | 0.28% | 78 |
|
|
2023
Q1 | $2.2M | Sell |
9,629
-111
| -1% | -$25.4K | 0.27% | 78 |
|
|
2022
Q4 | $2.33M | Buy |
9,740
+33
| +0.3% | +$7.91K | 0.27% | 80 |
|
|
2022
Q3 | $1.59M | Buy |
9,707
+100
| +1% | +$16.4K | 0.22% | 84 |
|
|
2022
Q2 | $1.72M | Buy |
9,607
+84
| +0.9% | +$15K | 0.22% | 84 |
|
|
2022
Q1 | $2.12M | Sell |
9,523
-309
| -3% | -$68.9K | 0.24% | 81 |
|
|
2021
Q4 | $2.03M | Buy |
9,832
+395
| +4% | +$81.7K | 0.23% | 85 |
|
|
2021
Q3 | $1.81M | Buy |
9,437
+72
| +0.8% | +$13.8K | 0.22% | 84 |
|
|
2021
Q2 | $2.04M | Sell |
9,365
-24
| -0.3% | -$5.22K | 0.24% | 78 |
|
|
2021
Q1 | $2.18M | Buy |
9,389
+72
| +0.8% | +$16.7K | 0.28% | 74 |
|
|
2020
Q4 | $1.7M | Buy |
9,317
+286
| +3% | +$52.1K | 0.23% | 84 |
|
|
2020
Q3 | $1.35M | Hold |
9,031
| – | – | 0.2% | 86 |
|
|
2020
Q2 | $1.14M | Buy |
9,031
+1,000
| +12% | +$126K | 0.18% | 91 |
|
|
2020
Q1 | $932K | Buy |
8,031
+840
| +12% | +$97.5K | 0.17% | 92 |
|
|
2019
Q4 | $1.06M | Buy |
7,191
+85
| +1% | +$12.6K | 0.16% | 105 |
|
|
2019
Q3 | $898K | Buy |
7,106
+70
| +1% | +$8.85K | 0.14% | 106 |
|
|
2019
Q2 | $959K | Hold |
7,036
| – | – | 0.15% | 103 |
|
|
2019
Q1 | $953K | Sell |
7,036
-260
| -4% | -$35.2K | 0.15% | 105 |
|
|
2018
Q4 | $927K | Hold |
7,296
| – | – | 0.14% | 96 |
|
|
2018
Q3 | $1.11M | Sell |
7,296
-220
| -3% | -$33.6K | 0.15% | 93 |
|
|
2018
Q2 | $1.02M | Sell |
7,516
-75
| -1% | -$10.2K | 0.15% | 95 |
|
|
2018
Q1 | $1.12M | Sell |
7,591
-200
| -3% | -$29.5K | 0.17% | 94 |
|
|
2017
Q4 | $1.23M | Buy |
7,791
+70
| +0.9% | +$11K | 0.19% | 88 |
|
|
2017
Q3 | $963K | Buy |
7,721
+450
| +6% | +$56.1K | 0.18% | 86 |
|
|
2017
Q2 | $781K | Sell |
7,271
-95
| -1% | -$10.2K | 0.15% | 83 |
|
|
2017
Q1 | $683K | Sell |
7,366
-100
| -1% | -$9.27K | 0.13% | 87 |
|
|
2016
Q4 | $692K | Sell |
7,466
-5
| -0.1% | -$463 | 0.13% | 86 |
|
|
2016
Q3 | $663K | Buy |
7,471
+176
| +2% | +$15.6K | 0.12% | 88 |
|
|
2016
Q2 | $553K | Sell |
7,295
-600
| -8% | -$45.5K | 0.1% | 96 |
|
|
2016
Q1 | $604K | Sell |
7,895
-695
| -8% | -$53.2K | 0.12% | 93 |
|
|
2015
Q4 | $584K | Sell |
8,590
-5,695
| -40% | -$387K | 0.13% | 91 |
|
|
2015
Q3 | $934K | Sell |
14,285
-1,249
| -8% | -$81.7K | 0.21% | 81 |
|
|
2015
Q2 | $1.32M | Buy |
15,534
+660
| +4% | +$56K | 0.26% | 75 |
|
|
2015
Q1 | $1.19M | Buy |
14,874
+4,080
| +38% | +$326K | 0.23% | 80 |
|
|
2014
Q4 | $988K | Buy |
10,794
+602
| +6% | +$55.1K | 0.19% | 80 |
|
|
2014
Q3 | $1.01M | Buy |
10,192
+50
| +0.5% | +$4.95K | 0.21% | 78 |
|
|
2014
Q2 | $1.1M | Sell |
10,142
-500
| -5% | -$54.3K | 0.23% | 73 |
|
|
2014
Q1 | $1.06M | Hold |
10,642
| – | – | 0.23% | 74 |
|
|
2013
Q4 | $966K | Buy |
10,642
+350
| +3% | +$31.8K | 0.22% | 77 |
|
|
2013
Q3 | $858K | Sell |
10,292
-2,805
| -21% | -$234K | 0.22% | 78 |
|
|
2013
Q2 | $1.08M | Buy |
+13,097
| New | +$1.08M | 0.27% | 71 |
|