RS Crum Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Hold |
4,430
| – | – | 0.39% | 28 |
|
|
2024
Q4 | $1.61M | Hold |
4,430
| – | – | 0.4% | 28 |
|
|
2024
Q3 | $1.73M | Hold |
4,430
| – | – | 0.41% | 27 |
|
|
2024
Q2 | $1.48M | Buy |
4,430
+105
| +2% | +$35K | 0.39% | 30 |
|
|
2024
Q1 | $1.58M | Sell |
4,325
-105
| -2% | -$38.5K | 0.43% | 27 |
|
|
2023
Q4 | $1.31M | Hold |
4,430
| – | – | 0.4% | 31 |
|
|
2023
Q3 | $1.21M | Hold |
4,430
| – | – | 0.43% | 34 |
|
|
2023
Q2 | $1.09M | Buy |
4,430
+125
| +3% | +$30.8K | 0.39% | 34 |
|
|
2023
Q1 | $985K | Hold |
4,305
| – | – | 0.38% | 35 |
|
|
2022
Q4 | $1.03M | Hold |
4,305
| – | – | 0.48% | 32 |
|
|
2022
Q3 | $706K | Hold |
4,305
| – | – | 0.37% | 35 |
|
|
2022
Q2 | $770K | Hold |
4,305
| – | – | 0.39% | 33 |
|
|
2022
Q1 | $959K | Hold |
4,305
| – | – | 0.54% | 29 |
|
|
2021
Q4 | $890K | Buy |
+4,305
| New | +$890K | 0.49% | 30 |
|