Telos Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $965K | Sell |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $885K | Sell |
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $715K | Sell |
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|
2022
Q1 | $894K | Sell |
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|
2021
Q4 | $846K | Sell |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $2.36M | Hold |
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|
2021
Q1 | $2.52M | Hold |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $587K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $245K | Sell |
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|
2017
Q4 | $365K | Sell |
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|
2017
Q3 | $294K | Sell |
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|
2017
Q2 | $259K | Hold |
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|
2017
Q1 | $223K | Hold |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q3 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.68M | Buy |
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|
2015
Q1 | $2.42M | Buy |
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|
2014
Q4 | $2.56M | Buy |
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|
2014
Q3 | $2.61M | Buy |
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|
2014
Q2 | $2.7M | Buy |
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|
2014
Q1 | $2.36M | Buy |
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|
2013
Q4 | $1.98M | Buy |
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|
2013
Q3 | $1.8M | Buy |
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|
2013
Q2 | $1.7M | Buy |
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