Slocum, Gordon & 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 | $971K | Hold |
2,500
| – | – | 0.78% | 32 |
|
|
2025
Q1 | $825K | Hold |
2,500
| – | – | 0.61% | 33 |
|
|
2024
Q4 | $907K | Buy |
2,500
+2,000
| +400% | +$726K | 0.75% | 31 |
|
|
2024
Q3 | $196K | Sell |
500
-2,000
| -80% | -$782K | 0.08% | 59 |
|
|
2024
Q2 | $833K | Hold |
2,500
| – | – | 0.62% | 31 |
|
|
2024
Q1 | $916K | Hold |
2,500
| – | – | 0.68% | 30 |
|
|
2023
Q4 | $739K | Hold |
2,500
| – | – | 0.65% | 30 |
|
|
2023
Q3 | $683K | Hold |
2,500
| – | – | 0.59% | 32 |
|
|
2023
Q2 | $615K | Hold |
2,500
| – | – | 0.45% | 30 |
|
|
2023
Q1 | $572K | Hold |
2,500
| – | – | 0.47% | 30 |
|
|
2022
Q4 | $599K | Buy |
+2,500
| New | +$599K | 0.39% | 33 |
|