St. Johns Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Hold |
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|
2025
Q2 | $97.1K | Hold |
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|
2025
Q1 | $82.5K | Hold |
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|
2024
Q4 | $90.7K | Hold |
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|
2024
Q3 | $97.8K | Hold |
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|
2024
Q2 | $83.3K | Hold |
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|
2024
Q1 | $91.6K | Hold |
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|
2023
Q4 | $73.9K | Hold |
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|
2023
Q3 | $68.3K | Sell |
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|
2023
Q2 | $160K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $106K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $730K | Sell |
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|
2016
Q3 | $705K | Buy |
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|
2016
Q2 | $579K | Buy |
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|
2016
Q1 | $582K | Sell |
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|
2015
Q4 | $542K | Sell |
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|
2015
Q3 | $563K | Sell |
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|
2015
Q2 | $799K | Sell |
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|
2015
Q1 | $772K | Sell |
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|
2014
Q4 | $896K | Sell |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $1.09M | Buy |
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|
2014
Q1 | $987K | Buy |
|