QIM
Quest Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Hold |
6,968
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $2.3M | Hold |
6,968
| – | – | 0.28% | 50 |
|
|
2024
Q4 | $2.53M | Hold |
6,968
| – | – | 0.29% | 48 |
|
|
2024
Q3 | $2.73M | Hold |
6,968
| – | – | 0.32% | 45 |
|
|
2024
Q2 | $2.32M | Hold |
6,968
| – | – | 0.26% | 46 |
|
|
2024
Q1 | $2.55M | Hold |
6,968
| – | – | 0.29% | 48 |
|
|
2023
Q4 | $2.06M | Sell |
6,968
-225
| -3% | -$66.5K | 0.26% | 53 |
|
|
2023
Q3 | $1.96M | Hold |
7,193
| – | – | 0.28% | 54 |
|
|
2023
Q2 | $1.77M | Sell |
7,193
-395
| -5% | -$97.2K | 0.24% | 58 |
|
|
2023
Q1 | $1.74M | Hold |
7,588
| – | – | 0.24% | 65 |
|
|
2022
Q4 | $1.82M | Hold |
7,588
| – | – | 0.22% | 72 |
|
|
2022
Q3 | $1.25M | Hold |
7,588
| – | – | 0.15% | 76 |
|
|
2022
Q2 | $1.36M | Hold |
7,588
| – | – | 0.16% | 77 |
|
|
2022
Q1 | $1.69M | Hold |
7,588
| – | – | 0.16% | 75 |
|
|
2021
Q4 | $1.57M | Hold |
7,588
| – | – | 0.13% | 76 |
|
|
2021
Q3 | $1.46M | Hold |
7,588
| – | – | 0.13% | 75 |
|
|
2021
Q2 | $1.65M | Hold |
7,588
| – | – | 0.15% | 78 |
|
|
2021
Q1 | $1.76M | Sell |
7,588
-20
| -0.3% | -$4.64K | 0.16% | 79 |
|
|
2020
Q4 | $1.39M | Hold |
7,608
| – | – | 0.12% | 82 |
|
|
2020
Q3 | $1.14M | Hold |
7,608
| – | – | 0.11% | 87 |
|
|
2020
Q2 | $962K | Hold |
7,608
| – | – | 0.11% | 77 |
|
|
2020
Q1 | $883K | Hold |
7,608
| – | – | 0.12% | 77 |
|
|
2019
Q4 | $1.12M | Hold |
7,608
| – | – | 0.13% | 79 |
|
|
2019
Q3 | $961K | Hold |
7,608
| – | – | 0.12% | 79 |
|
|
2019
Q2 | $1.04M | Hold |
7,608
| – | – | 0.13% | 77 |
|
|
2019
Q1 | $1.03M | Hold |
7,608
| – | – | 0.14% | 77 |
|
|
2018
Q4 | $967K | Hold |
7,608
| – | – | 0.15% | 77 |
|
|
2018
Q3 | $1.16M | Hold |
7,608
| – | – | 0.16% | 81 |
|
|
2018
Q2 | $1.03M | Hold |
7,608
| – | – | 0.15% | 81 |
|
|
2018
Q1 | $1.12M | Hold |
7,608
| – | – | 0.17% | 85 |
|
|
2017
Q4 | $1.2M | Hold |
7,608
| – | – | 0.18% | 81 |
|
|
2017
Q3 | $949K | Sell |
7,608
-200
| -3% | -$24.9K | 0.12% | 81 |
|
|
2017
Q2 | $839K | Buy |
7,808
+370
| +5% | +$39.8K | 0.11% | 79 |
|
|
2017
Q1 | $690K | Hold |
7,438
| – | – | 0.09% | 81 |
|
|
2016
Q4 | $690K | Hold |
7,438
| – | – | 0.09% | 75 |
|
|
2016
Q3 | $660K | Hold |
7,438
| – | – | 0.09% | 78 |
|
|
2016
Q2 | $564K | Hold |
7,438
| – | – | 0.08% | 79 |
|
|
2016
Q1 | $569K | Sell |
7,438
-195
| -3% | -$14.9K | 0.08% | 76 |
|
|
2015
Q4 | $519K | Hold |
7,633
| – | – | 0.07% | 84 |
|
|
2015
Q3 | $499K | Hold |
7,633
| – | – | 0.07% | 84 |
|
|
2015
Q2 | $647K | Hold |
7,633
| – | – | 0.09% | 87 |
|
|
2015
Q1 | $611K | Sell |
7,633
-55
| -0.7% | -$4.4K | 0.08% | 97 |
|
|
2014
Q4 | $704K | Hold |
7,688
| – | – | 0.08% | 97 |
|
|
2014
Q3 | $761K | Hold |
7,688
| – | – | 0.08% | 108 |
|
|
2014
Q2 | $835K | Hold |
7,688
| – | – | 0.08% | 106 |
|
|
2014
Q1 | $764K | Sell |
7,688
-50
| -0.6% | -$4.97K | 0.07% | 105 |
|
|
2013
Q4 | $703K | Hold |
7,738
| – | – | 0.06% | 113 |
|
|
2013
Q3 | $645K | Hold |
7,738
| – | – | 0.06% | 113 |
|
|
2013
Q2 | $638K | Buy |
+7,738
| New | +$638K | 0.05% | 103 |
|