Schulhoff & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
1,305
| – | – | 0.22% | 81 |
|
|
2025
Q1 | $430K | Hold |
1,305
| – | – | 0.19% | 88 |
|
|
2024
Q4 | $473K | Sell |
1,305
-95
| -7% | -$34.5K | 0.17% | 83 |
|
|
2024
Q3 | $548K | Hold |
1,400
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $466K | Hold |
1,400
| – | – | 0.21% | 79 |
|
|
2024
Q1 | $513K | Sell |
1,400
-30
| -2% | -$11K | 0.22% | 77 |
|
|
2023
Q4 | $423K | Hold |
1,430
| – | – | 0.2% | 79 |
|
|
2023
Q3 | $390K | Sell |
1,430
-70
| -5% | -$19.1K | 0.2% | 77 |
|
|
2023
Q2 | $369K | Hold |
1,500
| – | – | 0.17% | 84 |
|
|
2023
Q1 | $343K | Hold |
1,500
| – | – | 0.16% | 87 |
|
|
2022
Q4 | $359K | Sell |
1,500
-150
| -9% | -$35.9K | 0.17% | 85 |
|
|
2022
Q3 | $270K | Buy |
1,650
+100
| +6% | +$16.4K | 0.14% | 91 |
|
|
2022
Q2 | $277K | Sell |
1,550
-100
| -6% | -$17.9K | 0.13% | 88 |
|
|
2022
Q1 | $367K | Hold |
1,650
| – | – | 0.15% | 87 |
|
|
2021
Q4 | $341K | Sell |
1,650
-50
| -3% | -$10.3K | 0.14% | 93 |
|
|
2021
Q3 | $326K | Hold |
1,700
| – | – | 0.15% | 89 |
|
|
2021
Q2 | $369K | Hold |
1,700
| – | – | 0.16% | 86 |
|
|
2021
Q1 | $394K | Hold |
1,700
| – | – | 0.18% | 81 |
|
|
2020
Q4 | $309K | Sell |
1,700
-100
| -6% | -$18.2K | 0.16% | 86 |
|
|
2020
Q3 | $268K | Hold |
1,800
| – | – | 0.14% | 87 |
|
|
2020
Q2 | $227K | Hold |
1,800
| – | – | 0.13% | 91 |
|
|
2020
Q1 | $208K | Hold |
1,800
| – | – | 0.13% | 91 |
|
|
2019
Q4 | $265K | Hold |
1,800
| – | – | 0.12% | 95 |
|
|
2019
Q3 | $227K | Hold |
1,800
| – | – | 0.11% | 97 |
|
|
2019
Q2 | $245K | Buy |
1,800
+50
| +3% | +$6.81K | 0.13% | 93 |
|
|
2019
Q1 | $237K | Hold |
1,750
| – | – | 0.13% | 92 |
|
|
2018
Q4 | $222K | Hold |
1,750
| – | – | 0.14% | 88 |
|
|
2018
Q3 | $266K | Hold |
1,750
| – | – | 0.15% | 91 |
|
|
2018
Q2 | $237K | Hold |
1,750
| – | – | 0.14% | 96 |
|
|
2018
Q1 | $257K | Hold |
1,750
| – | – | 0.15% | 92 |
|
|
2017
Q4 | $275K | Hold |
1,750
| – | – | 0.15% | 91 |
|
|
2017
Q3 | $218K | Buy |
+1,750
| New | +$218K | 0.13% | 96 |
|