Twin Lakes 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
Q1 | – | Sell |
-100
| Closed | -$36.3K | – | 226 |
|
|
2024
Q4 | $36.3K | Hold |
100
| – | – | 0.02% | 155 |
|
|
2024
Q3 | $39.1K | Hold |
100
| – | – | 0.03% | 152 |
|
|
2024
Q2 | $33.3K | Hold |
100
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $36.6K | Hold |
100
| – | – | 0.02% | 155 |
|
|
2023
Q4 | $29.6K | Hold |
100
| – | – | 0.02% | 160 |
|
|
2023
Q3 | $27.3K | Hold |
100
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $24.6K | Hold |
100
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $22.9K | Hold |
100
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $24K | Hold |
100
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $16K | Buy |
+100
| New | +$16K | 0.01% | 189 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$22K | – | 165 |
|
|
2022
Q1 | $22K | Hold |
100
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $21K | Hold |
100
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $19K | Hold |
100
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $22K | Hold |
100
| – | – | 0.01% | 164 |
|
|
2021
Q1 | $23K | Buy |
+100
| New | +$23K | 0.01% | 156 |
|