Patten 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 | $779K | Buy |
2,006
+163
| +9% | +$63.3K | 0.16% | 151 |
|
|
2025
Q1 | $608K | Sell |
1,843
-27
| -1% | -$8.91K | 0.14% | 167 |
|
|
2024
Q4 | $678K | Sell |
1,870
-21
| -1% | -$7.62K | 0.15% | 160 |
|
|
2024
Q3 | $740K | Sell |
1,891
-88
| -4% | -$34.4K | 0.16% | 151 |
|
|
2024
Q2 | $659K | Buy |
1,979
+2
| +0.1% | +$666 | 0.16% | 153 |
|
|
2024
Q1 | $724K | Buy |
1,977
+3
| +0.2% | +$1.1K | 0.18% | 144 |
|
|
2023
Q4 | $584K | Buy |
1,974
+3
| +0.2% | +$887 | 0.16% | 150 |
|
|
2023
Q3 | $538K | Sell |
1,971
-49
| -2% | -$13.4K | 0.16% | 151 |
|
|
2023
Q2 | $497K | Buy |
2,020
+3
| +0.1% | +$738 | 0.07% | 156 |
|
|
2023
Q1 | $461K | Buy |
2,017
+304
| +18% | +$69.6K | 0.14% | 159 |
|
|
2022
Q4 | $410K | Buy |
1,713
+6
| +0.4% | +$1.44K | 0.13% | 173 |
|
|
2022
Q3 | $303K | Buy |
1,707
+207
| +14% | +$36.7K | 0.1% | 198 |
|
|
2022
Q2 | $270K | Buy |
1,500
+533
| +55% | +$95.9K | 0.09% | 203 |
|
|
2022
Q1 | $215K | Buy |
+967
| New | +$215K | 0.06% | 250 |
|
|
2021
Q4 | – | Sell |
-1,084
| Closed | -$208K | – | 264 |
|
|
2021
Q3 | $208K | Sell |
1,084
-372
| -26% | -$71.4K | 0.06% | 249 |
|
|
2021
Q2 | $317K | Buy |
1,456
+52
| +4% | +$11.3K | 0.09% | 207 |
|
|
2021
Q1 | $325K | Buy |
1,404
+3
| +0.2% | +$694 | 0.1% | 194 |
|
|
2020
Q4 | $255K | Buy |
+1,401
| New | +$255K | 0.07% | 207 |
|
|
2019
Q1 | – | Sell |
-1,269
| Closed | -$161K | – | 244 |
|
|
2018
Q4 | $161K | Buy |
1,269
+19
| +2% | +$2.41K | 0.08% | 185 |
|
|
2018
Q3 | $191K | Buy |
1,250
+3
| +0.2% | +$458 | 0.07% | 199 |
|
|
2018
Q2 | $169K | Buy |
1,247
+503
| +68% | +$68.2K | 0.07% | 201 |
|
|
2018
Q1 | $110K | Buy |
744
+3
| +0.4% | +$444 | 0.05% | 239 |
|
|
2017
Q4 | $117K | Buy |
741
+33
| +5% | +$5.21K | 0.05% | 242 |
|
|
2017
Q3 | $88K | Buy |
708
+3
| +0.4% | +$373 | 0.04% | 266 |
|
|
2017
Q2 | $81K | Buy |
705
+4
| +0.6% | +$460 | 0.03% | 274 |
|
|
2017
Q1 | $67K | Sell |
701
-100
| -12% | -$9.56K | 0.03% | 281 |
|
|
2016
Q4 | $79K | Sell |
801
-347
| -30% | -$34.2K | 0.04% | 263 |
|
|
2016
Q3 | $99.9K | Buy |
1,148
+5
| +0.4% | +$435 | 0.05% | 242 |
|
|
2016
Q2 | $86.7K | Buy |
1,143
+7
| +0.6% | +$531 | 0.04% | 247 |
|
|
2016
Q1 | $87K | Buy |
1,136
+164
| +17% | +$12.6K | 0.04% | 242 |
|
|
2015
Q4 | $66.1K | Sell |
972
-1,924
| -66% | -$131K | 0.03% | 270 |
|
|
2015
Q3 | $189K | Buy |
2,896
+306
| +12% | +$20K | 0.1% | 164 |
|
|
2015
Q2 | $220K | Buy |
2,590
+4
| +0.2% | +$339 | 0.1% | 164 |
|
|
2015
Q1 | $207K | Sell |
2,586
-561
| -18% | -$44.9K | 0.11% | 163 |
|
|
2014
Q4 | $288K | Buy |
+3,147
| New | +$288K | 0.14% | 145 |
|