Tufton 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 | $9.7M | Sell |
24,988
-584
| -2% | -$227K | 1.84% | 17 |
|
|
2025
Q1 | $8.43M | Buy |
25,572
+108
| +0.4% | +$35.6K | 1.62% | 23 |
|
|
2024
Q4 | $9.24M | Sell |
25,464
-136
| -0.5% | -$49.3K | 1.75% | 21 |
|
|
2024
Q3 | $10M | Sell |
25,600
-755
| -3% | -$295K | 1.88% | 19 |
|
|
2024
Q2 | $8.78M | Sell |
26,355
-248
| -0.9% | -$82.6K | 1.71% | 22 |
|
|
2024
Q1 | $9.75M | Sell |
26,603
-4,404
| -14% | -$1.61M | 1.91% | 15 |
|
|
2023
Q4 | $9.17M | Sell |
31,007
-1,325
| -4% | -$392K | 1.92% | 15 |
|
|
2023
Q3 | $8.83M | Sell |
32,332
-2,734
| -8% | -$746K | 1.97% | 14 |
|
|
2023
Q2 | $8.63M | Sell |
35,066
-1,247
| -3% | -$307K | 1.86% | 16 |
|
|
2023
Q1 | $8.31M | Sell |
36,313
-941
| -3% | -$215K | 1.8% | 23 |
|
|
2022
Q4 | $8.92M | Sell |
37,254
-485
| -1% | -$116K | 1.96% | 18 |
|
|
2022
Q3 | $6.19M | Sell |
37,739
-18,220
| -33% | -$2.99M | 1.49% | 31 |
|
|
2022
Q2 | $10M | Buy |
55,959
+120
| +0.2% | +$21.5K | 1.87% | 19 |
|
|
2022
Q1 | $12.4M | Sell |
55,839
-482
| -0.9% | -$107K | 2.01% | 17 |
|
|
2021
Q4 | $11.6M | Buy |
56,321
+1,653
| +3% | +$342K | 1.79% | 18 |
|
|
2021
Q3 | $10.5M | Buy |
54,668
+253
| +0.5% | +$48.6K | 1.78% | 21 |
|
|
2021
Q2 | $11.8M | Sell |
54,415
-10,122
| -16% | -$2.2M | 1.94% | 19 |
|
|
2021
Q1 | $15M | Sell |
64,537
-1,550
| -2% | -$359K | 2.56% | 7 |
|
|
2020
Q4 | $12M | Buy |
66,087
+121
| +0.2% | +$22K | 2.22% | 14 |
|
|
2020
Q3 | $9.84M | Sell |
65,966
-1,332
| -2% | -$199K | 2.03% | 20 |
|
|
2020
Q2 | $8.51M | Sell |
67,298
-201
| -0.3% | -$25.4K | 1.87% | 19 |
|
|
2020
Q1 | $7.83M | Buy |
67,499
+1,724
| +3% | +$200K | 2.01% | 18 |
|
|
2019
Q4 | $9.71M | Sell |
65,775
-386
| -0.6% | -$57K | 1.91% | 21 |
|
|
2019
Q3 | $8.36M | Sell |
66,161
-534
| -0.8% | -$67.4K | 1.76% | 23 |
|
|
2019
Q2 | $9.09M | Buy |
66,695
+67
| +0.1% | +$9.13K | 1.92% | 20 |
|
|
2019
Q1 | $9.03M | Buy |
66,628
+787
| +1% | +$107K | 1.92% | 20 |
|
|
2018
Q4 | $8.37M | Buy |
65,841
+165
| +0.3% | +$21K | 2.05% | 17 |
|
|
2018
Q3 | $10M | Sell |
65,676
-645
| -1% | -$98.3K | 2.13% | 15 |
|
|
2018
Q2 | $9M | Sell |
66,321
-6,227
| -9% | -$845K | 1.93% | 20 |
|
|
2018
Q1 | $10.7M | Sell |
72,548
-1,618
| -2% | -$238K | 2.11% | 10 |
|
|
2017
Q4 | $11.7M | Sell |
74,166
-2,992
| -4% | -$471K | 2.25% | 8 |
|
|
2017
Q3 | $9.62M | Sell |
77,158
-547
| -0.7% | -$68.2K | 1.92% | 15 |
|
|
2017
Q2 | $8.35M | Sell |
77,705
-265
| -0.3% | -$28.5K | 1.69% | 23 |
|
|
2017
Q1 | $7.23M | Sell |
77,970
-315
| -0.4% | -$29.2K | 1.43% | 27 |
|
|
2016
Q4 | $7.26M | Sell |
78,285
-1,485
| -2% | -$138K | 1.47% | 29 |
|
|
2016
Q3 | $7.08M | Sell |
79,770
-40
| -0.1% | -$3.55K | 1.43% | 27 |
|
|
2016
Q2 | $6.05M | Sell |
79,810
-2,261
| -3% | -$171K | 1.23% | 33 |
|
|
2016
Q1 | $6.28M | Buy |
82,071
+534
| +0.7% | +$40.9K | 1.56% | 30 |
|
|
2015
Q4 | $5.54M | Buy |
81,537
+1,132
| +1% | +$76.9K | 1.36% | 33 |
|
|
2015
Q3 | $5.26M | Buy |
80,405
+7,807
| +11% | +$510K | 1.15% | 35 |
|
|
2015
Q2 | $6.16M | Sell |
72,598
-5,085
| -7% | -$431K | 1.24% | 29 |
|
|
2015
Q1 | $6.22M | Buy |
77,683
+2,198
| +3% | +$176K | 1.14% | 33 |
|
|
2014
Q4 | $6.91M | Buy |
75,485
+1,023
| +1% | +$93.6K | 1.26% | 28 |
|
|
2014
Q3 | $7.37M | Sell |
74,462
-999
| -1% | -$98.9K | 1.39% | 24 |
|
|
2014
Q2 | $8.2M | Buy |
75,461
+233
| +0.3% | +$25.3K | 1.66% | 19 |
|
|
2014
Q1 | $7.48M | Buy |
75,228
+1,180
| +2% | +$117K | 1.56% | 22 |
|
|
2013
Q4 | $6.72M | Buy |
74,048
+57
| +0.1% | +$5.18K | 1.44% | 25 |
|
|
2013
Q3 | $6.17M | Sell |
73,991
-61
| -0.1% | -$5.09K | 1.45% | 24 |
|
|
2013
Q2 | $6.11M | Buy |
+74,052
| New | +$6.11M | 1.47% | 26 |
|