Reliant 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 | $5.7M | Buy |
14,690
+860
| +6% | +$334K | 2.47% | 20 |
|
|
2025
Q1 | $4.56M | Sell |
13,830
-45
| -0.3% | -$14.8K | 2.37% | 26 |
|
|
2024
Q4 | $5.03M | Buy |
13,875
+515
| +4% | +$187K | 2.22% | 24 |
|
|
2024
Q3 | $5.23M | Buy |
13,360
+223
| +2% | +$87.2K | 2.46% | 23 |
|
|
2024
Q2 | $4.38M | Sell |
13,137
-4,998
| -28% | -$1.66M | 2.06% | 27 |
|
|
2024
Q1 | $6.65M | Sell |
18,135
-325
| -2% | -$119K | 3.12% | 11 |
|
|
2023
Q4 | $5.46M | Sell |
18,460
-120
| -0.6% | -$35.5K | 2.78% | 13 |
|
|
2023
Q3 | $5.07M | Buy |
18,580
+435
| +2% | +$119K | 2.96% | 14 |
|
|
2023
Q2 | $4.46M | Buy |
18,145
+290
| +2% | +$71.4K | 2.57% | 16 |
|
|
2023
Q1 | $4.09M | Sell |
17,855
-1,000
| -5% | -$229K | 2.58% | 17 |
|
|
2022
Q4 | $4.52M | Sell |
18,855
-870
| -4% | -$208K | 2.69% | 16 |
|
|
2022
Q3 | $3.24M | Buy |
19,725
+45
| +0.2% | +$7.38K | 2.3% | 25 |
|
|
2022
Q2 | $3.52M | Sell |
19,680
-285
| -1% | -$50.9K | 2.47% | 24 |
|
|
2022
Q1 | $4.45M | Sell |
19,965
-720
| -3% | -$160K | 2.28% | 25 |
|
|
2021
Q4 | $4.28M | Buy |
20,685
+2,082
| +11% | +$430K | 1.76% | 29 |
|
|
2021
Q3 | $3.57M | Sell |
18,603
-1,205
| -6% | -$231K | 1.78% | 32 |
|
|
2021
Q2 | $4.31M | Buy |
19,808
+408
| +2% | +$88.8K | 1.98% | 27 |
|
|
2021
Q1 | $4.5M | Buy |
19,400
+150
| +0.8% | +$34.8K | 2.2% | 23 |
|
|
2020
Q4 | $3.5M | Buy |
+19,250
| New | +$3.5M | 1.87% | 31 |
|
|
2019
Q3 | – | Sell |
-20,140
| Closed | -$2.75M | – | 50 |
|
|
2019
Q2 | $2.75M | Sell |
20,140
-530
| -3% | -$72.2K | 2.08% | 31 |
|
|
2019
Q1 | $2.8M | Buy |
+20,670
| New | +$2.8M | 2.19% | 28 |
|