Richwood Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
3,159
-54
| -2% | -$21K | 1.01% | 21 |
|
|
2025
Q1 | $1.06M | Buy |
3,213
+543
| +20% | +$179K | 0.9% | 24 |
|
|
2024
Q4 | $969K | Buy |
2,670
+185
| +7% | +$67.1K | 0.81% | 28 |
|
|
2024
Q3 | $972K | Hold |
2,485
| – | – | 0.8% | 29 |
|
|
2024
Q2 | $828K | Buy |
2,485
+315
| +15% | +$105K | 0.73% | 31 |
|
|
2024
Q1 | $795K | Buy |
2,170
+400
| +23% | +$147K | 0.71% | 33 |
|
|
2023
Q4 | $523K | Buy |
1,770
+225
| +15% | +$66.5K | 0.49% | 59 |
|
|
2023
Q3 | $422K | Hold |
1,545
| – | – | 0.43% | 63 |
|
|
2023
Q2 | $380K | Buy |
1,545
+40
| +3% | +$9.84K | 0.37% | 71 |
|
|
2023
Q1 | $344K | Hold |
1,505
| – | – | 0.34% | 81 |
|
|
2022
Q4 | $361K | Buy |
1,505
+34
| +2% | +$8.15K | 0.36% | 77 |
|
|
2022
Q3 | $241K | Hold |
1,471
| – | – | 0.26% | 94 |
|
|
2022
Q2 | $263K | Buy |
1,471
+100
| +7% | +$17.9K | 0.27% | 94 |
|
|
2022
Q1 | $305K | Buy |
1,371
+800
| +140% | +$178K | 0.27% | 92 |
|
|
2021
Q4 | $118K | Buy |
+571
| New | +$118K | 0.1% | 126 |
|