RI
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Ridgewood Investments’s Caterpillar CAT Stock Holding History

Ridgewood Investments’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-85
Closed -$33K – 266
2025
Q2 		$33K Buy
85
+13
+18% +$4.33K 0.01% 386
2025
Q1 		$23.7K Buy
72
+62
+620% +$22.1K 0.01% 406
2024
Q4 		$3.63K Buy
+10
New +$3.88K ﹤0.01% 608
2023
Q3 		– Sell
-99
Closed -$24.4K – 258
2023
Q2 		$24.4K Sell
99
-39
-28% -$8.7K 0.01% 422
2023
Q1 		$31.6K Buy
+138
New +$33.4K 0.02% 405
2021
Q1 		– Sell
-1,589
Closed -$237K – 194
2020
Q4 		$237K Hold
1,589
– – 0.19% 141
2020
Q3 		$237K Sell
1,589
-40
-2% -$5.62K 0.19% 142
2020
Q2 		$206K Buy
+1,629
New +$193K 0.17% 154
2019
Q1 		– Sell
-2,118
Closed -$323K – 190
2018
Q4 		$323K Hold
2,118
– – 0.26% 113
2018
Q3 		$323K Sell
2,118
-1,116
-35% -$158K 0.26% 114
2018
Q2 		$439K Hold
3,234
– – 0.39% 75
2018
Q1 		$477K Sell
3,234
-103
-3% -$16.3K 0.44% 63
2017
Q4 		$526K Sell
3,337
-302
-8% -$41.9K 0.47% 62
2017
Q3 		$454K Sell
3,639
-70
-2% -$8.06K 0.43% 67
2017
Q2 		$399K Sell
3,709
-92
-2% -$9.35K 0.4% 70
2017
Q1 		$353K Buy
3,801
+557
+17% +$52.7K 0.38% 76
2016
Q4 		$300K Buy
+3,244
New +$294K 0.35% 75

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