Regency 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 | – | Sell |
-11,757
| Closed | -$3.88M | – | 59 |
|
|
2025
Q1 | $3.88M | Buy |
11,757
+101
| +0.9% | +$33.3K | 2.32% | 19 |
|
|
2024
Q4 | $4.23M | Buy |
11,656
+504
| +5% | +$183K | 2.29% | 20 |
|
|
2024
Q3 | $4.36M | Buy |
11,152
+156
| +1% | +$61K | 2.4% | 20 |
|
|
2024
Q2 | $3.66M | Buy |
10,996
+825
| +8% | +$275K | 2.36% | 18 |
|
|
2024
Q1 | $3.73M | Sell |
10,171
-935
| -8% | -$343K | 2.37% | 19 |
|
|
2023
Q4 | $3.28M | Sell |
11,106
-769
| -6% | -$227K | 2.21% | 21 |
|
|
2023
Q3 | $3.24M | Buy |
11,875
+788
| +7% | +$215K | 2.75% | 15 |
|
|
2023
Q2 | $2.73M | Buy |
+11,087
| New | +$2.73M | 2.37% | 13 |
|
|
2022
Q1 | – | Sell |
-43
| Closed | -$9K | – | 111 |
|
|
2021
Q4 | $9K | Buy |
+43
| New | +$9K | 0.01% | 102 |
|
|
2021
Q2 | – | Sell |
-4,165
| Closed | -$966K | – | 140 |
|
|
2021
Q1 | $966K | Buy |
+4,165
| New | +$966K | 1.02% | 41 |
|