UCMOK
United Capital Management of KS’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
11,385
-2,065
| -15% | -$802K | 0.69% | 48 |
|
|
2025
Q1 | $4.44M | Sell |
13,450
-17,618
| -57% | -$5.81M | 0.92% | 38 |
|
|
2024
Q4 | $11.3M | Buy |
31,068
+658
| +2% | +$239K | 2.05% | 14 |
|
|
2024
Q3 | $11.9M | Buy |
30,410
+1,002
| +3% | +$392K | 2.59% | 12 |
|
|
2024
Q2 | $9.8M | Buy |
29,408
+587
| +2% | +$196K | 2.16% | 16 |
|
|
2024
Q1 | $10.6M | Buy |
28,821
+1,128
| +4% | +$413K | 2.42% | 13 |
|
|
2023
Q4 | $8.19M | Buy |
27,693
+1,301
| +5% | +$385K | 2.48% | 11 |
|
|
2023
Q3 | $7.21M | Buy |
26,392
+644
| +3% | +$176K | 2.45% | 11 |
|
|
2023
Q2 | $6.34M | Buy |
+25,748
| New | +$6.34M | 2.03% | 13 |
|
|
2019
Q3 | – | Sell |
-1,656
| Closed | -$226K | – | 106 |
|
|
2019
Q2 | $226K | Sell |
1,656
-51
| -3% | -$6.96K | 0.17% | 100 |
|
|
2019
Q1 | $235K | Sell |
1,707
-239
| -12% | -$32.9K | 0.18% | 98 |
|
|
2018
Q4 | $247K | Sell |
1,946
-36
| -2% | -$4.57K | 0.23% | 92 |
|
|
2018
Q3 | $303K | Buy |
+1,982
| New | +$303K | 0.24% | 89 |
|