Ridgewood Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
85
+13
| +18% | +$5.05K | 0.01% | 386 |
|
|
2025
Q1 | $23.7K | Buy |
72
+62
| +620% | +$20.4K | 0.01% | 406 |
|
|
2024
Q4 | $3.63K | Buy |
+10
| New | +$3.63K | ﹤0.01% | 574 |
|
|
2023
Q3 | – | Sell |
-99
| Closed | -$24.4K | – | 247 |
|
|
2023
Q2 | $24.4K | Sell |
99
-39
| -28% | -$9.6K | 0.01% | 422 |
|
|
2023
Q1 | $31.6K | Buy |
+138
| New | +$31.6K | 0.02% | 405 |
|
|
2021
Q1 | – | Sell |
-1,589
| Closed | -$237K | – | 192 |
|
|
2020
Q4 | $237K | Hold |
1,589
| – | – | 0.19% | 141 |
|
|
2020
Q3 | $237K | Sell |
1,589
-40
| -2% | -$5.97K | 0.19% | 142 |
|
|
2020
Q2 | $206K | Buy |
+1,629
| New | +$206K | 0.17% | 154 |
|
|
2019
Q1 | – | Sell |
-2,118
| Closed | -$323K | – | 189 |
|
|
2018
Q4 | $323K | Hold |
2,118
| – | – | 0.26% | 113 |
|
|
2018
Q3 | $323K | Sell |
2,118
-1,116
| -35% | -$170K | 0.26% | 114 |
|
|
2018
Q2 | $439K | Hold |
3,234
| – | – | 0.39% | 75 |
|
|
2018
Q1 | $477K | Sell |
3,234
-103
| -3% | -$15.2K | 0.44% | 63 |
|
|
2017
Q4 | $526K | Sell |
3,337
-302
| -8% | -$47.6K | 0.47% | 62 |
|
|
2017
Q3 | $454K | Sell |
3,639
-70
| -2% | -$8.73K | 0.43% | 67 |
|
|
2017
Q2 | $399K | Sell |
3,709
-92
| -2% | -$9.9K | 0.4% | 70 |
|
|
2017
Q1 | $353K | Buy |
3,801
+557
| +17% | +$51.7K | 0.38% | 76 |
|
|
2016
Q4 | $300K | Buy |
+3,244
| New | +$300K | 0.35% | 75 |
|