Piedmont Capital 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 | $284K | Hold |
732
| – | – | 0.16% | 44 |
|
|
2025
Q1 | $201K | Hold |
732
| – | – | 0.14% | 43 |
|
|
2024
Q4 | $264K | Hold |
732
| – | – | 0.16% | 45 |
|
|
2024
Q3 | $289K | Sell |
732
-29
| -4% | -$11.5K | 0.17% | 46 |
|
|
2024
Q2 | $282K | Hold |
761
| – | – | 0.19% | 41 |
|
|
2024
Q1 | $282K | Hold |
761
| – | – | 0.19% | 41 |
|
|
2023
Q4 | $225K | Sell |
761
-47
| -6% | -$13.9K | 0.16% | 47 |
|
|
2023
Q3 | $221K | Buy |
+808
| New | +$221K | 0.18% | 43 |
|
|
2021
Q3 | – | Sell |
-963
| Closed | -$209K | – | 42 |
|
|
2021
Q2 | $209K | Sell |
963
-123
| -11% | -$26.7K | 0.17% | 40 |
|
|
2021
Q1 | $253K | Sell |
1,086
-466
| -30% | -$109K | 0.24% | 37 |
|
|
2020
Q4 | $282K | Buy |
+1,552
| New | +$282K | 0.29% | 38 |
|