SCM
Spring Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Hold |
1,120
| – | – | 0.23% | 40 |
|
|
2025
Q1 | $369K | Hold |
1,120
| – | – | 0.2% | 41 |
|
|
2024
Q4 | $406K | Hold |
1,120
| – | – | 0.24% | 33 |
|
|
2024
Q3 | $306K | Hold |
1,120
| – | – | 0.25% | 26 |
|
|
2024
Q2 | $276K | Hold |
1,120
| – | – | 0.22% | 27 |
|
|
2024
Q1 | $410K | Hold |
1,120
| – | – | 0.31% | 27 |
|
|
2023
Q4 | $331K | Hold |
1,120
| – | – | 0.26% | 28 |
|
|
2023
Q3 | $306K | Hold |
1,120
| – | – | 0.26% | 28 |
|
|
2023
Q2 | $276K | Hold |
1,120
| – | – | 0.22% | 28 |
|
|
2023
Q1 | $256K | Hold |
1,120
| – | – | 0.21% | 29 |
|
|
2022
Q4 | $268K | Buy |
+1,120
| New | +$268K | 0.23% | 28 |
|
|
2022
Q3 | – | Sell |
-1,120
| Closed | -$200K | – | 29 |
|
|
2022
Q2 | $200K | Hold |
1,120
| – | – | 0.18% | 28 |
|
|
2022
Q1 | $250K | Hold |
1,120
| – | – | 0.2% | 27 |
|
|
2021
Q4 | $232K | Buy |
+1,120
| New | +$232K | 0.18% | 29 |
|