Verity Asset 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 | $503K | Sell |
1,295
-887
| -41% | -$344K | 0.24% | 105 |
|
|
2025
Q1 | $719K | Buy |
+2,182
| New | +$719K | 0.29% | 99 |
|
|
2024
Q4 | – | Sell |
-2,560
| Closed | -$992K | – | 192 |
|
|
2024
Q3 | $992K | Sell |
2,560
-694
| -21% | -$269K | 0.37% | 73 |
|
|
2024
Q2 | $1.08M | Buy |
3,254
+1,641
| +102% | +$547K | 0.43% | 61 |
|
|
2024
Q1 | $591K | Sell |
1,613
-59
| -4% | -$21.6K | 0.33% | 81 |
|
|
2023
Q4 | $494K | Buy |
1,672
+1
| +0.1% | +$296 | 0.32% | 83 |
|
|
2023
Q3 | $456K | Sell |
1,671
-2
| -0.1% | -$546 | 0.34% | 80 |
|
|
2023
Q2 | $412K | Sell |
1,673
-1,783
| -52% | -$439K | 0.31% | 90 |
|
|
2023
Q1 | $791K | Buy |
3,456
+1,729
| +100% | +$396K | 0.47% | 63 |
|
|
2022
Q4 | $414K | Buy |
+1,727
| New | +$414K | 0.35% | 92 |
|
|
2022
Q1 | $389K | Sell |
1,739
-1,034
| -37% | -$231K | 0.25% | 127 |
|
|
2021
Q4 | $573K | Buy |
2,773
+917
| +49% | +$189K | 0.34% | 89 |
|
|
2021
Q3 | $356K | Sell |
1,856
-226
| -11% | -$43.3K | 0.23% | 118 |
|
|
2021
Q2 | $453K | Buy |
2,082
+58
| +3% | +$12.6K | 0.25% | 111 |
|
|
2021
Q1 | $469K | Sell |
2,024
-203
| -9% | -$47K | 0.28% | 110 |
|
|
2020
Q4 | $405K | Buy |
2,227
+262
| +13% | +$47.6K | 0.28% | 96 |
|
|
2020
Q3 | $293K | Buy |
+1,965
| New | +$293K | 0.22% | 101 |
|
|
2020
Q2 | – | Sell |
-2,168
| Closed | -$252K | – | 129 |
|
|
2020
Q1 | $252K | Buy |
2,168
+315
| +17% | +$36.6K | 0.32% | 98 |
|
|
2019
Q4 | $274K | Buy |
+1,853
| New | +$274K | 0.27% | 97 |
|