TD Capital 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 | $200K | Buy |
516
+449
| +670% | +$174K | 0.02% | 118 |
|
|
2025
Q1 | $22.2K | Sell |
67
-3
| -4% | -$993 | ﹤0.01% | 249 |
|
|
2024
Q4 | $25.4K | Buy |
70
+3
| +4% | +$1.09K | ﹤0.01% | 226 |
|
|
2024
Q3 | $26.2K | Hold |
67
| – | – | ﹤0.01% | 233 |
|
|
2024
Q2 | $22.2K | Buy |
67
+1
| +2% | +$331 | ﹤0.01% | 236 |
|
|
2024
Q1 | $24.4K | Buy |
66
+25
| +61% | +$9.23K | ﹤0.01% | 230 |
|
|
2023
Q4 | $12.2K | Hold |
41
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $11.3K | Hold |
41
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $10.1K | Hold |
41
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $9.37K | Hold |
41
| – | – | ﹤0.01% | 277 |
|
|
2022
Q4 | $9.78K | Hold |
41
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $7K | Buy |
+41
| New | +$7K | ﹤0.01% | 253 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$8K | – | 135 |
|
|
2021
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 263 |
|
|
2021
Q2 | $9K | Buy |
40
+25
| +167% | +$5.63K | ﹤0.01% | 248 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 278 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 222 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 206 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 231 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 233 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 223 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 187 |
|
|
2018
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 185 |
|
|
2014
Q3 | – | Sell |
-178
| Closed | -$19K | – | 152 |
|
|
2014
Q2 | $19K | Hold |
178
| – | – | ﹤0.01% | 112 |
|
|
2014
Q1 | $18K | Buy |
+178
| New | +$18K | ﹤0.01% | 113 |
|