Shoker Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
2,063
+66
| +3% | +$25.6K | 0.25% | 60 |
|
|
2025
Q1 | $659K | Buy |
1,997
+7
| +0.4% | +$2.31K | 0.22% | 64 |
|
|
2024
Q4 | $722K | Buy |
1,990
+5
| +0.3% | +$1.82K | 0.24% | 59 |
|
|
2024
Q3 | $777K | Buy |
1,985
+6
| +0.3% | +$2.35K | 0.26% | 60 |
|
|
2024
Q2 | $659K | Buy |
1,979
+6
| +0.3% | +$2K | 0.23% | 62 |
|
|
2024
Q1 | $718K | Buy |
1,973
+6
| +0.3% | +$2.18K | 0.26% | 59 |
|
|
2023
Q4 | $582K | Buy |
1,967
+110
| +6% | +$32.5K | 0.23% | 59 |
|
|
2023
Q3 | $507K | Buy |
1,857
+8
| +0.4% | +$2.19K | 0.22% | 59 |
|
|
2023
Q2 | $455K | Buy |
1,849
+11
| +0.6% | +$2.71K | 0.19% | 62 |
|
|
2023
Q1 | $421K | Buy |
1,838
+9
| +0.5% | +$2.06K | 0.18% | 69 |
|
|
2022
Q4 | $438K | Buy |
1,829
+9
| +0.5% | +$2.16K | 0.2% | 71 |
|
|
2022
Q3 | $298K | Buy |
1,820
+11
| +0.6% | +$1.8K | 0.16% | 73 |
|
|
2022
Q2 | $323K | Buy |
1,809
+10
| +0.6% | +$1.79K | 0.17% | 73 |
|
|
2022
Q1 | $400K | Buy |
1,799
+11
| +0.6% | +$2.45K | 0.2% | 70 |
|
|
2021
Q4 | $369K | Buy |
1,788
+9
| +0.5% | +$1.86K | 0.17% | 74 |
|
|
2021
Q3 | $341K | Buy |
+1,779
| New | +$341K | 0.17% | 74 |
|
|
2021
Q2 | – | Sell |
-1,762
| Closed | -$408K | – | 96 |
|
|
2021
Q1 | $408K | Buy |
1,762
+9
| +0.5% | +$2.08K | 0.21% | 70 |
|
|
2020
Q4 | $319K | Buy |
+1,753
| New | +$319K | 0.18% | 69 |
|
|
2020
Q1 | – | Sell |
-1,702
| Closed | -$251K | – | 81 |
|
|
2019
Q4 | $251K | Buy |
1,702
+12
| +0.7% | +$1.77K | 0.17% | 88 |
|
|
2019
Q3 | $213K | Buy |
1,690
+15
| +0.9% | +$1.89K | 0.15% | 92 |
|
|
2019
Q2 | $228K | Buy |
1,675
+11
| +0.7% | +$1.5K | 0.17% | 88 |
|
|
2019
Q1 | $225K | Buy |
1,664
+11
| +0.7% | +$1.49K | 0.17% | 92 |
|
|
2018
Q4 | $210K | Buy |
1,653
+11
| +0.7% | +$1.4K | 0.18% | 95 |
|
|
2018
Q3 | $250K | Buy |
1,642
+10
| +0.6% | +$1.52K | 0.18% | 94 |
|
|
2018
Q2 | $221K | Buy |
1,632
+8
| +0.5% | +$1.08K | 0.16% | 101 |
|
|
2018
Q1 | $239K | Buy |
1,624
+8
| +0.5% | +$1.18K | 0.18% | 92 |
|
|
2017
Q4 | $254K | Buy |
1,616
+9
| +0.6% | +$1.42K | 0.18% | 94 |
|
|
2017
Q3 | $200K | Buy |
+1,607
| New | +$200K | 0.15% | 98 |
|