Saybrook Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$776K Hold
2,000
0.22% 29
2025
Q1
$660K Hold
2,000
0.18% 32
2024
Q4
$726K Hold
2,000
0.19% 34
2024
Q3
$782K Hold
2,000
0.22% 29
2024
Q2
$666K Sell
2,000
-2,000
-50% -$666K 0.19% 33
2024
Q1
$1.47M Hold
4,000
0.39% 25
2023
Q4
$1.18M Hold
4,000
0.33% 25
2023
Q3
$1.09M Hold
4,000
0.33% 26
2023
Q2
$984K Hold
4,000
0.29% 27
2023
Q1
$915K Hold
4,000
0.29% 29
2022
Q4
$958K Hold
4,000
0.32% 29
2022
Q3
$656K Hold
4,000
0.23% 32
2022
Q2
$715K Hold
4,000
0.23% 33
2022
Q1
$891K Sell
4,000
-300
-7% -$66.8K 0.24% 33
2021
Q4
$889K Buy
4,300
+100
+2% +$20.7K 0.22% 33
2021
Q3
$806K Buy
4,200
+200
+5% +$38.4K 0.22% 32
2021
Q2
$871K Hold
4,000
0.24% 32
2021
Q1
$927K Hold
4,000
0.28% 31
2020
Q4
$728K Hold
4,000
0.23% 32
2020
Q3
$597K Hold
4,000
0.21% 33
2020
Q2
$506K Hold
4,000
0.2% 34
2020
Q1
$464K Hold
4,000
0.21% 35
2019
Q4
$591K Hold
4,000
0.23% 35
2019
Q3
$505K Hold
4,000
0.21% 36
2019
Q2
$545K Hold
4,000
0.23% 34
2019
Q1
$542K Hold
4,000
0.23% 36
2018
Q4
$508K Hold
4,000
0.24% 37
2018
Q3
$610K Hold
4,000
0.26% 37
2018
Q2
$543K Hold
4,000
0.25% 37
2018
Q1
$590K Hold
4,000
0.28% 37
2017
Q4
$630K Hold
4,000
0.29% 39
2017
Q3
$499K Hold
4,000
0.25% 40
2017
Q2
$430K Hold
4,000
0.22% 41
2017
Q1
$371K Hold
4,000
0.2% 41
2016
Q4
$371K Hold
4,000
0.24% 40
2016
Q3
$355K Hold
4,000
0.23% 39
2016
Q2
$303K Hold
4,000
0.2% 44
2016
Q1
$306K Sell
4,000
-7,325
-65% -$560K 0.19% 45
2015
Q4
$770K Sell
11,325
-1,500
-12% -$102K 0.49% 34
2015
Q3
$838K Hold
12,825
0.56% 31
2015
Q2
$1.09M Hold
12,825
0.69% 29
2015
Q1
$1.03M Sell
12,825
-10,650
-45% -$852K 0.68% 29
2014
Q4
$2.15M Hold
23,475
1.25% 26
2014
Q3
$2.33M Sell
23,475
-150
-0.6% -$14.9K 1.41% 26
2014
Q2
$2.57M Sell
23,625
-6,675
-22% -$725K 1.54% 25
2014
Q1
$3.01M Sell
30,300
-6,950
-19% -$691K 1.91% 25
2013
Q4
$3.38M Buy
37,250
+290
+0.8% +$26.3K 2.14% 22
2013
Q3
$3.08M Buy
36,960
+2,930
+9% +$244K 2.24% 22
2013
Q2
$2.81M Buy
+34,030
New +$2.81M 2.03% 23