Ramsay Stattman Vela & Price’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $696K | Hold |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $218K | Hold |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $237K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $212K | Hold |
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|
2016
Q3 | $203K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $200K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $216K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $235K | Hold |
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|
2013
Q4 | $214K | Buy |
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