TAM
CAT icon

Taurus Asset Management’s Caterpillar CAT Stock Holding History

Taurus Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.04M Hold
3,158
– – 0.11% 54
2024
Q4 		$1.15M Hold
3,158
– – 0.11% 51
2024
Q3 		$1.24M Hold
3,158
– – 0.12% 51
2024
Q2 		$1.05M Sell
3,158
-100
-3% -$33.3K 0.11% 56
2024
Q1 		$1.19M Sell
3,258
-300
-8% -$110K 0.12% 51
2023
Q4 		$1.05M Hold
3,558
– – 0.11% 51
2023
Q3 		$971K Hold
3,558
– – 0.12% 50
2023
Q2 		$875K Hold
3,558
– – 0.1% 53
2023
Q1 		$814K Hold
3,558
– – 0.1% 57
2022
Q4 		$852K Hold
3,558
– – 0.11% 53
2022
Q3 		$584K Hold
3,558
– – 0.08% 55
2022
Q2 		$636K Hold
3,558
– – 0.08% 57
2022
Q1 		$793K Hold
3,558
– – 0.08% 56
2021
Q4 		$736K Hold
3,558
– – 0.07% 59
2021
Q3 		$683K Hold
3,558
– – 0.07% 63
2021
Q2 		$774K Hold
3,558
– – 0.08% 62
2021
Q1 		$825K Sell
3,558
-320
-8% -$74.2K 0.1% 56
2020
Q4 		$706K Hold
3,878
– – 0.08% 57
2020
Q3 		$578K Sell
3,878
-365
-9% -$54.4K 0.07% 63
2020
Q2 		$537K Hold
4,243
– – 0.07% 62
2020
Q1 		$492K Hold
4,243
– – 0.08% 62
2019
Q4 		$627K Hold
4,243
– – 0.08% 65
2019
Q3 		$536K Hold
4,243
– – 0.08% 65
2019
Q2 		$578K Hold
4,243
– – 0.08% 64
2019
Q1 		$575K Hold
4,243
– – 0.08% 65
2018
Q4 		$539K Hold
4,243
– – 0.09% 65
2018
Q3 		$647K Hold
4,243
– – 0.09% 68
2018
Q2 		$576K Hold
4,243
– – 0.08% 68
2018
Q1 		$625K Hold
4,243
– – 0.09% 67
2017
Q4 		$669K Buy
4,243
+475
+13% +$74.9K 0.1% 66
2017
Q3 		$470K Hold
3,768
– – 0.07% 69
2017
Q2 		$405K Hold
3,768
– – 0.06% 75
2017
Q1 		$350K Sell
3,768
-600
-14% -$55.7K 0.06% 77
2016
Q4 		$405K Hold
4,368
– – 0.07% 72
2016
Q3 		$388K Hold
4,368
– – 0.07% 73
2016
Q2 		$331K Hold
4,368
– – 0.06% 75
2016
Q1 		$334K Hold
4,368
– – 0.06% 74
2015
Q4 		$297K Hold
4,368
– – 0.06% 77
2015
Q3 		$285K Hold
4,368
– – 0.06% 82
2015
Q2 		$370K Hold
4,368
– – 0.07% 79
2015
Q1 		$350K Hold
4,368
– – 0.07% 80
2014
Q4 		$400K Hold
4,368
– – 0.07% 81
2014
Q3 		$433K Hold
4,368
– – 0.08% 78
2014
Q2 		$475K Sell
4,368
-2,100
-32% -$228K 0.09% 78
2014
Q1 		$643K Buy
6,468
+2,100
+48% +$209K 0.13% 76
2013
Q4 		$397K Hold
4,368
– – 0.08% 88
2013
Q3 		$364K Hold
4,368
– – 0.08% 85
2013
Q2 		$360K Buy
+4,368
New +$360K 0.09% 86