Viewpoint 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 | $4.96M | Sell |
12,765
-740
| -5% | -$287K | 2.43% | 11 |
|
|
2025
Q1 | $4.45M | Buy |
13,505
+200
| +2% | +$66K | 2.4% | 9 |
|
|
2024
Q4 | $4.83M | Buy |
13,305
+210
| +2% | +$76.2K | 2.53% | 9 |
|
|
2024
Q3 | $5.12M | Buy |
13,095
+310
| +2% | +$121K | 2.86% | 8 |
|
|
2024
Q2 | $4.26M | Sell |
12,785
-12,548
| -50% | -$4.18M | 2.61% | 8 |
|
|
2024
Q1 | $8.38M | Buy |
25,333
+12,585
| +99% | +$4.16M | 5.33% | 3 |
|
|
2023
Q4 | $3.77M | Sell |
12,748
-15
| -0.1% | -$4.44K | 2.64% | 8 |
|
|
2023
Q3 | $3.48M | Buy |
12,763
+100
| +0.8% | +$27.3K | 2.78% | 8 |
|
|
2023
Q2 | $3.12M | Buy |
12,663
+1,115
| +10% | +$274K | 2.41% | 8 |
|
|
2023
Q1 | $2.64M | Sell |
11,548
-110
| -0.9% | -$25.2K | 2.37% | 11 |
|
|
2022
Q4 | $2.79M | Sell |
11,658
-80
| -0.7% | -$19.2K | 2.7% | 8 |
|
|
2022
Q3 | $1.93M | Sell |
11,738
-50
| -0.4% | -$8.2K | 1.9% | 16 |
|
|
2022
Q2 | $2.11M | Buy |
11,788
+150
| +1% | +$26.8K | 1.98% | 16 |
|
|
2022
Q1 | $2.59M | Sell |
11,638
-120
| -1% | -$26.7K | 2% | 16 |
|
|
2021
Q4 | $2.43M | Buy |
+11,758
| New | +$2.43M | 1.76% | 16 |
|