Ted Buchan & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
3,139
+498
| +19% | +$193K | 0.48% | 47 |
|
|
2025
Q1 | $871K | Sell |
2,641
-70
| -3% | -$23.1K | 0.41% | 48 |
|
|
2024
Q4 | $983K | Buy |
2,711
+184
| +7% | +$66.7K | 0.46% | 46 |
|
|
2024
Q3 | $988K | Buy |
2,527
+15
| +0.6% | +$5.87K | 0.47% | 43 |
|
|
2024
Q2 | $837K | Sell |
2,512
-90
| -3% | -$30K | 0.45% | 42 |
|
|
2024
Q1 | $953K | Sell |
2,602
-47
| -2% | -$17.2K | 0.59% | 36 |
|
|
2023
Q4 | $783K | Sell |
2,649
-137
| -5% | -$40.5K | 0.57% | 41 |
|
|
2023
Q3 | $761K | Sell |
2,786
-110
| -4% | -$30K | 0.61% | 38 |
|
|
2023
Q2 | $713K | Buy |
2,896
+469
| +19% | +$115K | 0.55% | 42 |
|
|
2023
Q1 | $555K | Sell |
2,427
-273
| -10% | -$62.5K | 0.46% | 48 |
|
|
2022
Q4 | $647K | Buy |
+2,700
| New | +$647K | 0.6% | 44 |
|