RCYC
Richard C. Young & Co’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
53,032
-1,535
| -3% | -$596K | 2.03% | 15 |
|
|
2025
Q1 | $18M | Sell |
54,567
-1,188
| -2% | -$392K | 1.93% | 13 |
|
|
2024
Q4 | $20.2M | Sell |
55,755
-1,036
| -2% | -$376K | 2.2% | 8 |
|
|
2024
Q3 | $22.2M | Buy |
56,791
+232
| +0.4% | +$90.7K | 2.43% | 7 |
|
|
2024
Q2 | $18.8M | Buy |
56,559
+195
| +0.3% | +$65K | 2.29% | 11 |
|
|
2024
Q1 | $20.7M | Sell |
56,364
-694
| -1% | -$254K | 2.59% | 5 |
|
|
2023
Q4 | $16.9M | Buy |
57,058
+1,537
| +3% | +$454K | 2.26% | 11 |
|
|
2023
Q3 | $15.2M | Buy |
55,521
+373
| +0.7% | +$102K | 2.16% | 14 |
|
|
2023
Q2 | $13.6M | Buy |
55,148
+1,309
| +2% | +$322K | 1.86% | 25 |
|
|
2023
Q1 | $12.3M | Buy |
53,839
+292
| +0.5% | +$66.8K | 1.7% | 28 |
|
|
2022
Q4 | $12.8M | Buy |
53,547
+457
| +0.9% | +$109K | 1.71% | 23 |
|
|
2022
Q3 | $8.71M | Buy |
53,090
+877
| +2% | +$144K | 1.33% | 36 |
|
|
2022
Q2 | $9.33M | Buy |
52,213
+2,025
| +4% | +$362K | 1.21% | 37 |
|
|
2022
Q1 | $11.2M | Buy |
50,188
+1,615
| +3% | +$360K | 1.43% | 32 |
|
|
2021
Q4 | $10M | Buy |
48,573
+237
| +0.5% | +$49K | 1.27% | 36 |
|
|
2021
Q3 | $9.28M | Buy |
48,336
+297
| +0.6% | +$57K | 1.27% | 37 |
|
|
2021
Q2 | $10.5M | Buy |
48,039
+1,994
| +4% | +$434K | 1.33% | 33 |
|
|
2021
Q1 | $10.7M | Buy |
46,045
+2,681
| +6% | +$622K | 1.42% | 32 |
|
|
2020
Q4 | $7.89M | Buy |
43,364
+2,095
| +5% | +$381K | 1.2% | 36 |
|
|
2020
Q3 | $6.16M | Buy |
41,269
+2,352
| +6% | +$351K | 0.99% | 40 |
|
|
2020
Q2 | $4.92M | Buy |
38,917
+34,048
| +699% | +$4.31M | 0.82% | 49 |
|
|
2020
Q1 | $565K | Buy |
+4,869
| New | +$565K | 0.11% | 71 |
|