Salomon & Ludwin’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
617
+1
| +0.2% | +$398 | 0.02% | 141 |
|
|
2025
Q1 | $203K | Buy |
616
+2
| +0.3% | +$659 | 0.02% | 144 |
|
|
2024
Q4 | $223K | Hold |
614
| – | – | 0.02% | 137 |
|
|
2024
Q3 | $240K | Buy |
614
+2
| +0.3% | +$782 | 0.02% | 139 |
|
|
2024
Q2 | $204K | Sell |
612
-443
| -42% | -$148K | 0.02% | 150 |
|
|
2024
Q1 | $386K | Buy |
1,055
+4
| +0.4% | +$1.47K | 0.03% | 138 |
|
|
2023
Q4 | $287K | Hold |
1,051
| – | – | 0.03% | 149 |
|
|
2023
Q3 | $287K | Buy |
1,051
+40
| +4% | +$10.9K | 0.03% | 149 |
|
|
2023
Q2 | $249K | Sell |
1,011
-4
| -0.4% | -$985 | 0.03% | 159 |
|
|
2023
Q1 | $232K | Buy |
1,015
+2
| +0.2% | +$458 | 0.03% | 154 |
|
|
2022
Q4 | $243K | Buy |
+1,013
| New | +$243K | 0.03% | 150 |
|
|
2020
Q2 | – | Sell |
-450
| Closed | -$52K | – | 89 |
|
|
2020
Q1 | $52K | Hold |
450
| – | – | 0.01% | 91 |
|
|
2019
Q4 | $66K | Hold |
450
| – | – | 0.01% | 92 |
|
|
2019
Q3 | $57K | Hold |
450
| – | – | 0.01% | 87 |
|
|
2019
Q2 | $61K | Sell |
450
-20
| -4% | -$2.71K | 0.01% | 79 |
|
|
2019
Q1 | $64K | Sell |
470
-448
| -49% | -$61K | 0.01% | 77 |
|
|
2018
Q4 | $117K | Buy |
+918
| New | +$117K | 0.03% | 53 |
|