TIM
Tortoise Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
839
+12
| +1% | +$4.66K | 0.03% | 173 |
|
|
2025
Q1 | $273K | Sell |
827
-105
| -11% | -$34.6K | 0.03% | 178 |
|
|
2024
Q4 | $338K | Sell |
932
-182
| -16% | -$66K | 0.04% | 175 |
|
|
2024
Q3 | $436K | Sell |
1,114
-60
| -5% | -$23.5K | 0.05% | 157 |
|
|
2024
Q2 | $391K | Sell |
1,174
-60
| -5% | -$20K | 0.04% | 163 |
|
|
2024
Q1 | $452K | Sell |
1,234
-20
| -2% | -$7.33K | 0.05% | 161 |
|
|
2023
Q4 | $371K | Sell |
1,254
-11
| -0.9% | -$3.25K | 0.05% | 163 |
|
|
2023
Q3 | $345K | Buy |
1,265
+5
| +0.4% | +$1.37K | 0.05% | 161 |
|
|
2023
Q2 | $310K | Buy |
1,260
+28
| +2% | +$6.89K | 0.05% | 163 |
|
|
2023
Q1 | $282K | Hold |
1,232
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $295K | Hold |
1,232
| – | – | 0.05% | 164 |
|
|
2022
Q3 | $202K | Buy |
1,232
+1,127
| +1,073% | +$185K | 0.04% | 182 |
|
|
2022
Q2 | $19K | Hold |
105
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $23K | Hold |
105
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $22K | Hold |
105
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $20K | Hold |
105
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $23K | Hold |
105
| – | – | ﹤0.01% | 361 |
|
|
2021
Q1 | $24K | Hold |
105
| – | – | 0.01% | 334 |
|
|
2020
Q4 | $19K | Buy |
105
+25
| +31% | +$4.52K | ﹤0.01% | 337 |
|
|
2020
Q3 | $12K | Sell |
80
-20
| -20% | -$3K | ﹤0.01% | 354 |
|
|
2020
Q2 | $13K | Buy |
100
+25
| +33% | +$3.25K | ﹤0.01% | 337 |
|
|
2020
Q1 | $9K | Sell |
75
-5
| -6% | -$600 | ﹤0.01% | 368 |
|
|
2019
Q4 | $12K | Sell |
80
-25
| -24% | -$3.75K | ﹤0.01% | 376 |
|
|
2019
Q3 | $13K | Sell |
105
-80
| -43% | -$9.91K | ﹤0.01% | 363 |
|
|
2019
Q2 | $25K | Buy |
185
+180
| +3,600% | +$24.3K | 0.01% | 312 |
|
|
2019
Q1 | $1K | Sell |
5
-195
| -98% | -$39K | ﹤0.01% | 581 |
|
|
2018
Q4 | $25K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2018
Q3 | $30K | Hold |
200
| – | – | 0.01% | 281 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.01% | 294 |
|
|
2018
Q1 | $29K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $32K | Buy |
+200
| New | +$32K | 0.01% | 280 |
|
|
2015
Q1 | – | Sell |
-7
| Closed | -$1K | – | 425 |
|
|
2014
Q4 | $1K | Sell |
7
-123
| -95% | -$17.6K | ﹤0.01% | 441 |
|
|
2014
Q3 | $13K | Sell |
130
-15
| -10% | -$1.5K | 0.01% | 282 |
|
|
2014
Q2 | $16K | Buy |
+145
| New | +$16K | 0.01% | 284 |
|