Sand Hill Global Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
779
+7
| +0.9% | +$2.72K | 0.01% | 172 |
|
|
2025
Q1 | $255K | Hold |
772
| – | – | 0.01% | 174 |
|
|
2024
Q4 | $280K | Hold |
772
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $302K | Sell |
772
-44
| -5% | -$17.2K | 0.01% | 164 |
|
|
2024
Q2 | $272K | Buy |
816
+165
| +25% | +$55K | 0.01% | 166 |
|
|
2024
Q1 | $239K | Buy |
+651
| New | +$239K | 0.01% | 153 |
|
|
2022
Q2 | – | Sell |
-927
| Closed | -$207K | – | 155 |
|
|
2022
Q1 | $207K | Buy |
+927
| New | +$207K | 0.01% | 148 |
|
|
2021
Q3 | – | Sell |
-939
| Closed | -$204K | – | 159 |
|
|
2021
Q2 | $204K | Buy |
939
+54
| +6% | +$11.7K | 0.01% | 157 |
|
|
2021
Q1 | $205K | Buy |
+885
| New | +$205K | 0.01% | 137 |
|
|
2018
Q4 | – | Sell |
-1,331
| Closed | -$203K | – | 104 |
|
|
2018
Q3 | $203K | Sell |
1,331
-314
| -19% | -$47.9K | 0.02% | 100 |
|
|
2018
Q2 | $223K | Buy |
+1,645
| New | +$223K | 0.02% | 100 |
|
|
2018
Q1 | – | Sell |
-1,983
| Closed | -$312K | – | 82 |
|
|
2017
Q4 | $312K | Sell |
1,983
-557
| -22% | -$87.6K | 0.03% | 91 |
|
|
2017
Q3 | $317K | Hold |
2,540
| – | – | 0.03% | 90 |
|
|
2017
Q2 | $273K | Buy |
+2,540
| New | +$273K | 0.03% | 96 |
|
|
2015
Q1 | – | Sell |
-36,069
| Closed | -$3.3M | – | 81 |
|
|
2014
Q4 | $3.3M | Sell |
36,069
-713
| -2% | -$65.3K | 0.57% | 44 |
|
|
2014
Q3 | $3.64M | Buy |
36,782
+1,508
| +4% | +$149K | 0.61% | 42 |
|
|
2014
Q2 | $3.83M | Buy |
35,274
+404
| +1% | +$43.9K | 0.72% | 26 |
|
|
2014
Q1 | $3.47M | Buy |
34,870
+1,090
| +3% | +$108K | 0.7% | 34 |
|
|
2013
Q4 | $3.07M | Sell |
33,780
-11,404
| -25% | -$1.04M | 0.65% | 40 |
|
|
2013
Q3 | $3.77M | Buy |
45,184
+13,031
| +41% | +$1.09M | 0.65% | 42 |
|
|
2013
Q2 | $2.65M | Buy |
+32,153
| New | +$2.65M | 0.73% | 40 |
|