Searle & 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 | $7.86M | Sell |
20,253
-100
| -0.5% | -$38.8K | 2.22% | 11 |
|
|
2025
Q1 | $6.71M | Hold |
20,353
| – | – | 1.91% | 13 |
|
|
2024
Q4 | $7.38M | Sell |
20,353
-20
| -0.1% | -$7.26K | 2.13% | 9 |
|
|
2024
Q3 | $7.97M | Sell |
20,373
-50
| -0.2% | -$19.6K | 1.99% | 8 |
|
|
2024
Q2 | $6.8M | Hold |
20,423
| – | – | 1.59% | 14 |
|
|
2024
Q1 | $7.48M | Hold |
20,423
| – | – | 1.91% | 13 |
|
|
2023
Q4 | $6.04M | Buy |
20,423
+101
| +0.5% | +$29.9K | 1.65% | 16 |
|
|
2023
Q3 | $5.55M | Hold |
20,322
| – | – | 1.89% | 11 |
|
|
2023
Q2 | $5.39M | Hold |
20,322
| – | – | 1.67% | 15 |
|
|
2023
Q1 | $4.45M | Sell |
20,322
-742
| -4% | -$162K | 1.46% | 19 |
|
|
2022
Q4 | $5.05M | Hold |
21,064
| – | – | 1.72% | 11 |
|
|
2022
Q3 | $3.46M | Hold |
21,064
| – | – | 1.33% | 23 |
|
|
2022
Q2 | $3.77M | Buy |
21,064
+1,500
| +8% | +$268K | 1.48% | 20 |
|
|
2022
Q1 | $4.36M | Buy |
19,564
+200
| +1% | +$44.6K | 1.61% | 16 |
|
|
2021
Q4 | $4M | Hold |
19,364
| – | – | 1.46% | 21 |
|
|
2021
Q3 | $3.72M | Hold |
19,364
| – | – | 1.52% | 18 |
|
|
2021
Q2 | $4.21M | Hold |
19,364
| – | – | 1.72% | 13 |
|
|
2021
Q1 | $4.49M | Buy |
19,364
+25
| +0.1% | +$5.8K | 2% | 10 |
|
|
2020
Q4 | $3.52M | Hold |
19,339
| – | – | 1.69% | 15 |
|
|
2020
Q3 | $2.88M | Sell |
19,339
-350
| -2% | -$52.2K | 1.57% | 18 |
|
|
2020
Q2 | $2.49M | Hold |
19,689
| – | – | 1.45% | 21 |
|
|
2020
Q1 | $2.29M | Buy |
19,689
+880
| +5% | +$102K | 1.62% | 20 |
|
|
2019
Q4 | $2.78M | Sell |
18,809
-100
| -0.5% | -$14.8K | 1.53% | 23 |
|
|
2019
Q3 | $2.39M | Hold |
18,909
| – | – | 1.41% | 25 |
|
|
2019
Q2 | $2.58M | Buy |
18,909
+4,332
| +30% | +$590K | 1.57% | 22 |
|
|
2019
Q1 | $1.98M | Hold |
14,577
| – | – | 1.23% | 32 |
|
|
2018
Q4 | $1.85M | Hold |
14,577
| – | – | 1.3% | 28 |
|
|
2018
Q3 | $2.22M | Hold |
14,577
| – | – | 1.3% | 28 |
|
|
2018
Q2 | $1.98M | Hold |
14,577
| – | – | 1.25% | 28 |
|
|
2018
Q1 | $2.15M | Buy |
14,577
+2,970
| +26% | +$438K | 1.4% | 19 |
|
|
2017
Q4 | $1.83M | Buy |
11,607
+66
| +0.6% | +$10.4K | 1.15% | 30 |
|
|
2017
Q3 | $1.44M | Hold |
11,541
| – | – | 0.95% | 37 |
|
|
2017
Q2 | $1.24M | Sell |
11,541
-100
| -0.9% | -$10.7K | 0.85% | 45 |
|
|
2017
Q1 | $1.08M | Hold |
11,641
| – | – | 0.76% | 46 |
|
|
2016
Q4 | $1.08M | Buy |
+11,641
| New | +$1.08M | 0.9% | 42 |
|
|
2015
Q3 | – | Sell |
-125
| Closed | -$10K | – | 126 |
|
|
2015
Q2 | $10K | Hold |
125
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $10K | Hold |
125
| – | – | 0.01% | 279 |
|
|
2014
Q4 | $11K | Buy |
+125
| New | +$11K | 0.01% | 296 |
|