Patriot Investment Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
2,745
-55
| -2% | -$21.4K | 0.07% | 106 |
|
|
2025
Q1 | $924K | Buy |
2,800
+10
| +0.4% | +$3.3K | 0.07% | 112 |
|
|
2024
Q4 | $1.01M | Buy |
2,790
+9
| +0.3% | +$3.27K | 0.08% | 108 |
|
|
2024
Q3 | $1.09M | Buy |
2,781
+9
| +0.3% | +$3.52K | 0.08% | 107 |
|
|
2024
Q2 | $923K | Buy |
2,772
+9
| +0.3% | +$3K | 0.07% | 109 |
|
|
2024
Q1 | $1.01M | Sell |
2,763
-14
| -0.5% | -$5.13K | 0.08% | 107 |
|
|
2023
Q4 | $821K | Buy |
2,777
+13
| +0.5% | +$3.84K | 0.07% | 116 |
|
|
2023
Q3 | $755K | Sell |
2,764
-668
| -19% | -$182K | 0.07% | 119 |
|
|
2023
Q2 | $845K | Sell |
3,432
-46
| -1% | -$11.3K | 0.07% | 120 |
|
|
2023
Q1 | $796K | Buy |
3,478
+14
| +0.4% | +$3.2K | 0.07% | 123 |
|
|
2022
Q4 | $916K | Sell |
3,464
-861
| -20% | -$228K | 0.08% | 117 |
|
|
2022
Q3 | $709K | Sell |
4,325
-491
| -10% | -$80.5K | 0.07% | 125 |
|
|
2022
Q2 | $860K | Buy |
4,816
+19
| +0.4% | +$3.39K | 0.08% | 115 |
|
|
2022
Q1 | $1.07M | Buy |
4,797
+310
| +7% | +$69.1K | 0.09% | 111 |
|
|
2021
Q4 | $927K | Sell |
4,487
-326
| -7% | -$67.4K | 0.08% | 120 |
|
|
2021
Q3 | $924K | Buy |
4,813
+121
| +3% | +$23.2K | 0.08% | 118 |
|
|
2021
Q2 | $1.02M | Buy |
4,692
+16
| +0.3% | +$3.48K | 0.09% | 116 |
|
|
2021
Q1 | $1.08M | Buy |
+4,676
| New | +$1.08M | 0.11% | 102 |
|
|
2020
Q4 | – | Sell |
-4,831
| Closed | -$720K | – | 177 |
|
|
2020
Q3 | $720K | Buy |
4,831
+54
| +1% | +$8.05K | 0.09% | 119 |
|
|
2020
Q2 | $604K | Buy |
4,777
+59
| +1% | +$7.46K | 0.08% | 131 |
|
|
2020
Q1 | $547K | Buy |
4,718
+28
| +0.6% | +$3.25K | 0.08% | 126 |
|
|
2019
Q4 | $692K | Sell |
4,690
-17
| -0.4% | -$2.51K | 0.09% | 125 |
|
|
2019
Q3 | $565K | Buy |
4,707
+33
| +0.7% | +$3.96K | 0.08% | 133 |
|
|
2019
Q2 | $637K | Buy |
4,674
+25
| +0.5% | +$3.41K | 0.09% | 124 |
|
|
2019
Q1 | $629K | Buy |
+4,649
| New | +$629K | 0.09% | 125 |
|