Redwood Investment 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 | $1.45M | Sell |
3,741
-457
| -11% | -$177K | 0.15% | 133 |
|
|
2025
Q1 | $1.38M | Buy |
+4,198
| New | +$1.38M | 0.15% | 137 |
|
|
2024
Q4 | – | Sell |
-4,635
| Closed | -$1.81M | – | 329 |
|
|
2024
Q3 | $1.81M | Sell |
4,635
-330
| -7% | -$129K | 0.16% | 153 |
|
|
2024
Q2 | $1.62M | Buy |
4,965
+135
| +3% | +$44K | 0.14% | 160 |
|
|
2024
Q1 | $1.77M | Buy |
4,830
+4,042
| +513% | +$1.48M | 0.17% | 145 |
|
|
2023
Q4 | $233K | Sell |
788
-6,481
| -89% | -$1.92M | 0.02% | 331 |
|
|
2023
Q3 | $1.98M | Buy |
+7,269
| New | +$1.98M | 0.17% | 113 |
|
|
2023
Q2 | – | Sell |
-7,083
| Closed | -$1.62M | – | 234 |
|
|
2023
Q1 | $1.62M | Buy |
7,083
+501
| +8% | +$115K | 0.17% | 138 |
|
|
2022
Q4 | $1.58M | Buy |
+6,582
| New | +$1.58M | 0.21% | 136 |
|
|
2021
Q1 | – | Sell |
-19,267
| Closed | -$3.51M | – | 254 |
|
|
2020
Q4 | $3.51M | Sell |
19,267
-2,582
| -12% | -$470K | 0.58% | 21 |
|
|
2020
Q3 | $3.26M | Buy |
+21,849
| New | +$3.26M | 0.81% | 17 |
|
|
2019
Q4 | – | Sell |
-2,636
| Closed | -$333K | – | 240 |
|
|
2019
Q3 | $333K | Buy |
+2,636
| New | +$333K | 0.09% | 206 |
|