SOL Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
4,489
+2
| +0% | +$777 | 0.17% | 131 |
|
|
2025
Q1 | $1.48M | Sell |
4,487
-20
| -0.4% | -$6.6K | 0.16% | 128 |
|
|
2024
Q4 | $1.64M | Sell |
4,507
-510
| -10% | -$185K | 0.18% | 128 |
|
|
2024
Q3 | $1.96M | Hold |
5,017
| – | – | 0.22% | 119 |
|
|
2024
Q2 | $1.67M | Sell |
5,017
-135
| -3% | -$45K | 0.2% | 121 |
|
|
2024
Q1 | $1.89M | Sell |
5,152
-30
| -0.6% | -$11K | 0.24% | 117 |
|
|
2023
Q4 | $1.53M | Buy |
5,182
+5
| +0.1% | +$1.48K | 0.21% | 126 |
|
|
2023
Q3 | $1.41M | Hold |
5,177
| – | – | 0.22% | 122 |
|
|
2023
Q2 | $1.27M | Hold |
5,177
| – | – | 0.19% | 130 |
|
|
2023
Q1 | $1.18M | Sell |
5,177
-110
| -2% | -$25.2K | 0.19% | 133 |
|
|
2022
Q4 | $1.27M | Hold |
5,287
| – | – | 0.22% | 119 |
|
|
2022
Q3 | $867K | Hold |
5,287
| – | – | 0.18% | 135 |
|
|
2022
Q2 | $945K | Sell |
5,287
-6
| -0.1% | -$1.07K | 0.19% | 133 |
|
|
2022
Q1 | $1.18M | Sell |
5,293
-200
| -4% | -$44.5K | 0.21% | 121 |
|
|
2021
Q4 | $1.14M | Sell |
5,493
-1
| -0% | -$207 | 0.21% | 120 |
|
|
2021
Q3 | $1.06M | Sell |
5,494
-150
| -3% | -$28.8K | 0.21% | 110 |
|
|
2021
Q2 | $1.23M | Sell |
5,644
-315
| -5% | -$68.5K | 0.24% | 102 |
|
|
2021
Q1 | $1.38M | Sell |
5,959
-153
| -3% | -$35.5K | 0.29% | 89 |
|
|
2020
Q4 | $1.11M | Sell |
6,112
-159
| -3% | -$29K | 0.26% | 100 |
|
|
2020
Q3 | $935K | Hold |
6,271
| – | – | 0.26% | 103 |
|
|
2020
Q2 | $793K | Sell |
6,271
-200
| -3% | -$25.3K | 0.22% | 108 |
|
|
2020
Q1 | $751K | Buy |
6,471
+75
| +1% | +$8.7K | 0.25% | 100 |
|
|
2019
Q4 | $945K | Sell |
6,396
-67
| -1% | -$9.9K | 0.24% | 108 |
|
|
2019
Q3 | $816K | Buy |
6,463
+50
| +0.8% | +$6.31K | 0.22% | 112 |
|
|
2019
Q2 | $874K | Buy |
6,413
+450
| +8% | +$61.3K | 0.24% | 112 |
|
|
2019
Q1 | $808K | Buy |
5,963
+150
| +3% | +$20.3K | 0.22% | 113 |
|
|
2018
Q4 | $739K | Buy |
5,813
+425
| +8% | +$54K | 0.24% | 114 |
|
|
2018
Q3 | $822K | Buy |
5,388
+50
| +0.9% | +$7.63K | 0.22% | 117 |
|
|
2018
Q2 | $724K | Sell |
5,338
-2
| -0% | -$271 | 0.21% | 123 |
|
|
2018
Q1 | $787K | Sell |
5,340
-13
| -0.2% | -$1.92K | 0.23% | 113 |
|
|
2017
Q4 | $844K | Sell |
5,353
-1,087
| -17% | -$171K | 0.24% | 102 |
|
|
2017
Q3 | $803K | Sell |
6,440
-245
| -4% | -$30.5K | 0.23% | 112 |
|
|
2017
Q2 | $718K | Sell |
6,685
-450
| -6% | -$48.3K | 0.2% | 120 |
|
|
2017
Q1 | $662K | Hold |
7,135
| – | – | 0.19% | 115 |
|
|
2016
Q4 | $662K | Sell |
7,135
-260
| -4% | -$24.1K | 0.2% | 112 |
|
|
2016
Q3 | $656K | Hold |
7,395
| – | – | 0.22% | 101 |
|
|
2016
Q2 | $561K | Buy |
7,395
+100
| +1% | +$7.59K | 0.19% | 111 |
|
|
2016
Q1 | $558K | Buy |
7,295
+300
| +4% | +$22.9K | 0.19% | 111 |
|
|
2015
Q4 | $475K | Buy |
6,995
+600
| +9% | +$40.7K | 0.17% | 122 |
|
|
2015
Q3 | $418K | Hold |
6,395
| – | – | 0.16% | 129 |
|
|
2015
Q2 | $542K | Hold |
6,395
| – | – | 0.2% | 108 |
|
|
2015
Q1 | $512K | Buy |
6,395
+100
| +2% | +$8.01K | 0.19% | 115 |
|
|
2014
Q4 | $576K | Hold |
6,295
| – | – | 0.22% | 99 |
|
|
2014
Q3 | $623K | Sell |
6,295
-350
| -5% | -$34.6K | 0.26% | 85 |
|
|
2014
Q2 | $722K | Hold |
6,645
| – | – | 0.29% | 78 |
|
|
2014
Q1 | $660K | Hold |
6,645
| – | – | 0.26% | 80 |
|
|
2013
Q4 | $603K | Buy |
6,645
+300
| +5% | +$27.2K | 0.23% | 82 |
|
|
2013
Q3 | $529K | Sell |
6,345
-1,050
| -14% | -$87.5K | 0.22% | 91 |
|
|
2013
Q2 | $610K | Buy |
+7,395
| New | +$610K | 0.25% | 81 |
|