&Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
72,381
+19,425
| +37% | +$7.55M | 0.22% | 104 |
|
|
2025
Q1 | $17.5M | Buy |
52,956
+4,128
| +8% | +$1.36M | 0.19% | 119 |
|
|
2024
Q4 | $17.8M | Buy |
48,828
+21,730
| +80% | +$7.9M | 0.21% | 103 |
|
|
2024
Q3 | $10.7M | Buy |
27,098
+16,310
| +151% | +$6.42M | 0.21% | 109 |
|
|
2024
Q2 | $3.59M | Buy |
10,788
+4,963
| +85% | +$1.65M | 0.16% | 145 |
|
|
2024
Q1 | $2.13M | Buy |
5,825
+1,752
| +43% | +$642K | 0.29% | 67 |
|
|
2023
Q4 | $1.2M | Buy |
4,073
+430
| +12% | +$127K | 0.29% | 81 |
|
|
2023
Q3 | $995K | Buy |
3,643
+1
| +0% | +$273 | 0.46% | 43 |
|
|
2023
Q2 | $896K | Buy |
3,642
+70
| +2% | +$17.2K | 0.4% | 50 |
|
|
2023
Q1 | $817K | Sell |
3,572
-23
| -0.6% | -$5.26K | 0.39% | 53 |
|
|
2022
Q4 | $861K | Hold |
3,595
| – | – | 0.43% | 51 |
|
|
2022
Q3 | $590K | Buy |
3,595
+106
| +3% | +$17.4K | 0.34% | 71 |
|
|
2022
Q2 | $624K | Buy |
3,489
+1,354
| +63% | +$242K | 0.36% | 67 |
|
|
2022
Q1 | $476K | Buy |
2,135
+651
| +44% | +$145K | 0.27% | 92 |
|
|
2021
Q4 | $307K | Buy |
1,484
+75
| +5% | +$15.5K | 0.19% | 124 |
|
|
2021
Q3 | $270K | Buy |
1,409
+1
| +0.1% | +$192 | 0.17% | 137 |
|
|
2021
Q2 | $306K | Buy |
1,408
+54
| +4% | +$11.7K | 0.2% | 117 |
|
|
2021
Q1 | $314K | Buy |
+1,354
| New | +$314K | 0.23% | 103 |
|
|
2020
Q1 | – | Sell |
-1,540
| Closed | -$227K | – | 152 |
|
|
2019
Q4 | $227K | Buy |
+1,540
| New | +$227K | 0.27% | 125 |
|
|
2019
Q3 | – | Sell |
-1,540
| Closed | -$210K | – | 159 |
|
|
2019
Q2 | $210K | Buy |
+1,540
| New | +$210K | 0.29% | 120 |
|