Strategic Equity 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 | $592K | Hold |
1,526
| – | – | 0.22% | 41 |
|
|
2025
Q1 | $503K | Buy |
1,526
+6
| +0.4% | +$1.98K | 0.21% | 42 |
|
|
2024
Q4 | $551K | Buy |
1,520
+11
| +0.7% | +$3.99K | 0.23% | 36 |
|
|
2024
Q3 | $590K | Hold |
1,509
| – | – | 0.28% | 35 |
|
|
2024
Q2 | $503K | Buy |
1,509
+5
| +0.3% | +$1.67K | 0.33% | 27 |
|
|
2024
Q1 | $551K | Buy |
1,504
+6
| +0.4% | +$2.2K | 0.46% | 22 |
|
|
2023
Q4 | $443K | Buy |
1,498
+7
| +0.5% | +$2.07K | 0.5% | 20 |
|
|
2023
Q3 | $407K | Buy |
1,491
+7
| +0.5% | +$1.91K | 0.15% | 30 |
|
|
2023
Q2 | $365K | Buy |
1,484
+8
| +0.5% | +$1.97K | 0.13% | 32 |
|
|
2023
Q1 | $338K | Buy |
1,476
+7
| +0.5% | +$1.6K | 0.12% | 36 |
|
|
2022
Q4 | $352K | Buy |
1,469
+7
| +0.5% | +$1.68K | 0.14% | 31 |
|
|
2022
Q3 | $240K | Buy |
1,462
+10
| +0.7% | +$1.64K | 0.1% | 34 |
|
|
2022
Q2 | $260K | Buy |
1,452
+7
| +0.5% | +$1.25K | 0.13% | 33 |
|
|
2022
Q1 | $322K | Buy |
1,445
+7
| +0.5% | +$1.56K | 0.12% | 35 |
|
|
2021
Q4 | $297K | Buy |
1,438
+8
| +0.6% | +$1.65K | 0.09% | 42 |
|
|
2021
Q3 | $275K | Buy |
1,430
+7
| +0.5% | +$1.35K | 0.09% | 39 |
|
|
2021
Q2 | $310K | Buy |
1,423
+12
| +0.9% | +$2.61K | 0.11% | 34 |
|
|
2021
Q1 | $327K | Hold |
1,411
| – | – | 0.14% | 28 |
|
|
2020
Q4 | $257K | Buy |
+1,411
| New | +$257K | 0.12% | 27 |
|