Roundview Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.78M | Sell |
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|
2025
Q2 | $6.39M | Sell |
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|
2025
Q1 | $5.47M | Buy |
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|
2024
Q4 | $5.87M | Buy |
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|
2024
Q3 | $6.22M | Sell |
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|
2024
Q2 | $5.47M | Buy |
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|
2024
Q1 | $5.98M | Buy |
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|
2023
Q4 | $4.62M | Buy |
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|
2023
Q3 | $4.23M | Sell |
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|
2023
Q2 | $3.86M | Sell |
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|
2023
Q1 | $3.62M | Buy |
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|
2022
Q4 | $3.71M | Buy |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.38M | Buy |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $3.24M | Buy |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.9M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $1.73M | Sell |
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|
2017
Q4 | $1.94M | Buy |
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|
2017
Q3 | $1.35M | Sell |
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|
2017
Q2 | $2.88M | Sell |
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|
2017
Q1 | $2.65M | Sell |
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|
2016
Q4 | $4.07M | Hold |
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|
2016
Q3 | $3.9M | Sell |
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|
2016
Q2 | $3.37M | Buy |
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|
2016
Q1 | $3.39M | Buy |
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|
2015
Q4 | $1.48M | Buy |
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|
2015
Q3 | $568K | Buy |
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|
2015
Q2 | $734K | Sell |
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|
2015
Q1 | $697K | Sell |
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|
2014
Q4 | $1.48M | Buy |
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|
2014
Q3 | $1.01M | Hold |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $924K | Buy |
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|
2013
Q3 | $789K | Sell |
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|
2013
Q2 | $803K | Buy |
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