Roman Butler Fullerton & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
4,836
+8
| +0.2% | +$3.47K | 0.62% | 34 |
|
|
2025
Q1 | $1.42M | Sell |
4,828
-87
| -2% | -$25.5K | 0.55% | 42 |
|
|
2024
Q4 | $1.94M | Buy |
4,915
+266
| +6% | +$105K | 0.62% | 37 |
|
|
2024
Q3 | $1.8M | Buy |
4,649
+7
| +0.2% | +$2.72K | 0.54% | 42 |
|
|
2024
Q2 | $1.52M | Buy |
4,642
+352
| +8% | +$116K | 0.49% | 46 |
|
|
2024
Q1 | $1.53M | Buy |
4,290
+84
| +2% | +$30K | 0.58% | 44 |
|
|
2023
Q4 | $1.26M | Buy |
4,206
+82
| +2% | +$24.6K | 0.49% | 53 |
|
|
2023
Q3 | $1.1M | Buy |
4,124
+26
| +0.6% | +$6.97K | 0.52% | 56 |
|
|
2023
Q2 | $1.08M | Sell |
4,098
-411
| -9% | -$108K | 0.49% | 61 |
|
|
2023
Q1 | $986K | Sell |
4,509
-4,474
| -50% | -$978K | 0.49% | 64 |
|
|
2022
Q4 | $2.3M | Buy |
8,983
+5,146
| +134% | +$1.32M | 1.19% | 19 |
|
|
2022
Q3 | $690K | Buy |
3,837
+6
| +0.2% | +$1.08K | 0.44% | 73 |
|
|
2022
Q2 | $664K | Buy |
3,831
+149
| +4% | +$25.8K | 0.37% | 79 |
|
|
2022
Q1 | $820K | Buy |
3,682
+31
| +0.8% | +$6.9K | 0.38% | 79 |
|
|
2021
Q4 | $755K | Buy |
3,651
+5
| +0.1% | +$1.03K | 0.33% | 84 |
|
|
2021
Q3 | $722K | Buy |
3,646
+1
| +0% | +$198 | 0.34% | 82 |
|
|
2021
Q2 | $793K | Sell |
3,645
-522
| -13% | -$114K | 0.39% | 84 |
|
|
2021
Q1 | $969K | Sell |
4,167
-245
| -6% | -$57K | 0.48% | 69 |
|
|
2020
Q4 | $803K | Buy |
4,412
+386
| +10% | +$70.3K | 0.47% | 71 |
|
|
2020
Q3 | $600K | Sell |
4,026
-2,972
| -42% | -$443K | 0.39% | 77 |
|
|
2020
Q2 | $885K | Buy |
6,998
+474
| +7% | +$59.9K | 0.63% | 56 |
|
|
2020
Q1 | $757K | Buy |
6,524
+2
| +0% | +$232 | 0.67% | 53 |
|
|
2019
Q4 | $933K | Buy |
6,522
+48
| +0.7% | +$6.87K | 0.62% | 55 |
|
|
2019
Q3 | $818K | Buy |
6,474
+723
| +13% | +$91.4K | 0.57% | 62 |
|
|
2019
Q2 | $784K | Buy |
5,751
+920
| +19% | +$125K | 0.53% | 60 |
|
|
2019
Q1 | $654K | Sell |
4,831
-1,988
| -29% | -$269K | 0.46% | 73 |
|
|
2018
Q4 | $907K | Buy |
+6,819
| New | +$907K | 0.77% | 38 |
|