Salem Investment Counselors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
50,581
+8,048
| +19% | +$3.12M | 0.62% | 34 |
|
|
2025
Q1 | $14M | Buy |
42,533
+304
| +0.7% | +$100K | 0.49% | 43 |
|
|
2024
Q4 | $15.3M | Buy |
42,229
+86
| +0.2% | +$31.2K | 0.5% | 42 |
|
|
2024
Q3 | $16.5M | Buy |
42,143
+259
| +0.6% | +$101K | 0.5% | 41 |
|
|
2024
Q2 | $14M | Sell |
41,884
-52
| -0.1% | -$17.3K | 0.45% | 42 |
|
|
2024
Q1 | $15.4M | Sell |
41,936
-219
| -0.5% | -$80.2K | 0.5% | 39 |
|
|
2023
Q4 | $12.5M | Sell |
42,155
-4,321
| -9% | -$1.28M | 0.43% | 43 |
|
|
2023
Q3 | $12.7M | Sell |
46,476
-139
| -0.3% | -$37.9K | 0.48% | 38 |
|
|
2023
Q2 | $11.5M | Buy |
46,615
+353
| +0.8% | +$86.9K | 0.42% | 45 |
|
|
2023
Q1 | $10.6M | Buy |
46,262
+11,111
| +32% | +$2.54M | 0.42% | 42 |
|
|
2022
Q4 | $8.42M | Buy |
35,151
+546
| +2% | +$131K | 0.36% | 49 |
|
|
2022
Q3 | $5.68M | Sell |
34,605
-179
| -0.5% | -$29.4K | 0.26% | 64 |
|
|
2022
Q2 | $6.22M | Buy |
34,784
+339
| +1% | +$60.6K | 0.28% | 60 |
|
|
2022
Q1 | $7.68M | Buy |
34,445
+512
| +2% | +$114K | 0.3% | 53 |
|
|
2021
Q4 | $7.02M | Buy |
33,933
+2,134
| +7% | +$441K | 0.24% | 63 |
|
|
2021
Q3 | $6.1M | Buy |
31,799
+570
| +2% | +$109K | 0.33% | 65 |
|
|
2021
Q2 | $6.8M | Sell |
31,229
-1,111
| -3% | -$242K | 0.37% | 58 |
|
|
2021
Q1 | $7.5M | Buy |
32,340
+369
| +1% | +$85.6K | 0.46% | 58 |
|
|
2020
Q4 | $5.82M | Buy |
31,971
+595
| +2% | +$108K | 0.38% | 62 |
|
|
2020
Q3 | $4.68M | Buy |
31,376
+340
| +1% | +$50.7K | 0.36% | 63 |
|
|
2020
Q2 | $3.93M | Sell |
31,036
-756
| -2% | -$95.6K | 0.33% | 61 |
|
|
2020
Q1 | $3.69M | Buy |
31,792
+600
| +2% | +$69.6K | 0.38% | 57 |
|
|
2019
Q4 | $4.61M | Buy |
31,192
+349
| +1% | +$51.5K | 0.38% | 63 |
|
|
2019
Q3 | $3.9M | Buy |
30,843
+236
| +0.8% | +$29.8K | 0.36% | 65 |
|
|
2019
Q2 | $4.17M | Sell |
30,607
-1,197
| -4% | -$163K | 0.38% | 67 |
|
|
2019
Q1 | $4.85M | Buy |
31,804
+1,622
| +5% | +$247K | 0.5% | 51 |
|
|
2018
Q4 | $3.84M | Sell |
30,182
-1,622
| -5% | -$206K | 0.48% | 50 |
|
|
2018
Q3 | $4.85M | Buy |
31,804
+2,310
| +8% | +$352K | 0.5% | 51 |
|
|
2018
Q2 | $4M | Sell |
29,494
-1,112
| -4% | -$151K | 0.37% | 59 |
|
|
2018
Q1 | $4.4M | Sell |
30,606
-188
| -0.6% | -$27K | 0.5% | 51 |
|
|
2017
Q4 | $4.85M | Sell |
30,794
-125
| -0.4% | -$19.7K | 0.53% | 50 |
|
|
2017
Q3 | $3.85M | Buy |
30,919
+590
| +2% | +$73.5K | 0.45% | 57 |
|
|
2017
Q2 | $3.26M | Sell |
30,329
-434
| -1% | -$46.6K | 0.38% | 61 |
|
|
2017
Q1 | $2.85M | Buy |
30,763
+25,807
| +521% | +$2.39M | 0.31% | 80 |
|
|
2016
Q4 | $460K | Sell |
4,956
-22,041
| -82% | -$2.05M | 0.05% | 181 |
|
|
2016
Q3 | $24K | Sell |
26,997
-4,026
| -13% | -$3.57K | 0.31% | 75 |
|
|
2016
Q2 | $2.35M | Buy |
31,023
+1,410
| +5% | +$107K | 0.28% | 84 |
|
|
2016
Q1 | $2.27M | Sell |
29,613
-2,123
| -7% | -$163K | 0.28% | 84 |
|
|
2015
Q4 | $2.16M | Sell |
31,736
-640
| -2% | -$43.5K | 0.27% | 83 |
|
|
2015
Q3 | $2.1M | Sell |
32,376
-1,375
| -4% | -$89.1K | 0.27% | 86 |
|
|
2015
Q2 | $2.86M | Sell |
33,751
-25
| -0.1% | -$2.12K | 0.35% | 77 |
|
|
2015
Q1 | $2.7M | Sell |
33,776
-1,315
| -4% | -$105K | 0.32% | 79 |
|
|
2014
Q4 | $3.21M | Sell |
35,091
-18
| -0.1% | -$1.65K | 0.38% | 69 |
|
|
2014
Q3 | $3.48M | Buy |
35,109
+620
| +2% | +$61.4K | 0.42% | 68 |
|
|
2014
Q2 | $3.75M | Sell |
34,489
-885
| -3% | -$96.2K | 0.45% | 65 |
|
|
2014
Q1 | $3.52M | Buy |
35,374
+2,655
| +8% | +$264K | 0.43% | 64 |
|
|
2013
Q4 | $2.97M | Sell |
32,719
-525
| -2% | -$47.7K | 0.39% | 70 |
|
|
2013
Q3 | $2.77M | Sell |
33,244
-71,664
| -68% | -$5.98M | 0.39% | 70 |
|
|
2013
Q2 | $8.65M | Buy |
+104,908
| New | +$8.65M | 1.25% | 23 |
|