Studio 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
2026 Q1	$6.96M	Sell	9,824 -506	-5%	-$350K	1.25%	18
2025 Q4	$5.92M	Sell	10,330 -796	-7%	-$442K	1.08%	21
2025 Q3	$5.31M	Sell	11,126 -1,613	-13%	-$689K	1%	27
2025 Q2	$4.95M	Sell	12,739 -932	-7%	-$311K	0.99%	25
2025 Q1	$4.51M	Sell	13,671 -1,119	-8%	-$399K	0.93%	25
2024 Q4	$5.37M	Sell	14,790 -464	-3%	-$180K	1.14%	22
2024 Q3	$5.97M	Sell	15,254 -315	-2%	-$109K	1.25%	21
2024 Q2	$5.19M	Buy	15,569 +192	+1%	+$66.6K	1.18%	21
2024 Q1	$5.63M	Sell	15,377 -776	-5%	-$248K	1.34%	20
2023 Q4	$4.78M	Buy	16,153 +2,973	+23%	+$771K	1.22%	23
2023 Q3	$3.6M	Buy	13,180 +255	+2%	+$69.2K	1%	28
2023 Q2	$3.18M	Buy	12,925 +511	+4%	+$114K	0.89%	32
2023 Q1	$2.84M	Sell	12,414 -615	-5%	-$149K	0.86%	35
2022 Q4	$3.12M	Sell	13,029 -331	-2%	-$72.1K	1.01%	30
2022 Q3	$2.19M	Buy	13,360 +810	+6%	+$148K	0.79%	38
2022 Q2	$2.24M	Buy	12,550 +125	+1%	+$26.3K	0.78%	40
2022 Q1	$2.77M	Buy	12,425 +1,880	+18%	+$394K	0.91%	31
2021 Q4	$2.18M	Buy	10,545 +2,700	+34%	+$544K	0.79%	47
2021 Q3	$1.51M	Buy	+7,845	New	+$1.63M	0.65%	47