VFM

Viking Fund Management’s Caterpillar CAT Stock Holding History

Viking Fund Management’s Portfolio CAT Stock Details CAT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Hold	4,000	–	–	0.21%	103
2025 Q1	$1.32M	Hold	4,000	–	–	0.19%	100
2024 Q4	$1.45M	Hold	4,000	–	–	0.23%	100
2024 Q3	$1.56M	Hold	4,000	–	–	0.25%	94
2024 Q2	$1.33M	Hold	4,000	–	–	0.24%	96
2024 Q1	$1.47M	Sell	4,000 -500	-11%	-$183K	0.27%	96
2023 Q4	$1.33M	Sell	4,500 -11,000	-71%	-$3.25M	0.26%	94
2023 Q3	$4.23M	Sell	15,500 -6,000	-28%	-$1.64M	0.85%	47
2023 Q2	$5.29M	Hold	21,500	–	–	1%	39
2023 Q1	$4.92M	Hold	21,500	–	–	0.95%	38
2022 Q4	$5.15M	Sell	21,500 -8,000	-27%	-$1.92M	1.02%	35
2022 Q3	$4.84M	Buy	29,500 +12,000	+69%	+$1.97M	1.14%	26
2022 Q2	$3.13M	Buy	17,500 +5,000	+40%	+$894K	0.72%	46
2022 Q1	$2.79M	Hold	12,500	–	–	0.63%	54
2021 Q4	$2.58M	Buy	12,500 +7,000	+127%	+$1.45M	0.68%	51
2021 Q3	$1.06M	Hold	5,500	–	–	0.31%	100
2021 Q2	$1.2M	Hold	5,500	–	–	0.34%	99
2021 Q1	$1.28M	Hold	5,500	–	–	0.38%	92
2020 Q4	$1M	Hold	5,500	–	–	0.32%	92
2020 Q3	$820K	Sell	5,500 -8,000	-59%	-$1.19M	0.3%	88
2020 Q2	$1.71M	Buy	13,500 +1,000	+8%	+$127K	0.63%	54
2020 Q1	$1.45M	Buy	12,500 +1,000	+9%	+$116K	0.64%	51
2019 Q4	$1.7M	Sell	11,500 -3,000	-21%	-$443K	0.48%	65
2019 Q3	$1.83M	Buy	14,500 +10,000	+222%	+$1.26M	0.52%	58
2019 Q2	$613K	Hold	4,500	–	–	0.16%	99
2019 Q1	$610K	Hold	4,500	–	–	0.15%	99
2018 Q4	$572K	Hold	4,500	–	–	0.16%	100
2018 Q3	$686K	Hold	4,500	–	–	0.14%	107
2018 Q2	$611K	Hold	4,500	–	–	0.12%	109
2018 Q1	$663K	Sell	4,500 -1,000	-18%	-$147K	0.13%	98
2017 Q4	$867K	Hold	5,500	–	–	0.14%	92
2017 Q3	$686K	Sell	5,500 -500	-8%	-$62.4K	0.11%	98
2017 Q2	$645K	Sell	6,000 -23,800	-80%	-$2.56M	0.1%	103
2017 Q1	$2.76M	Buy	29,800 +8,300	+39%	+$770K	0.37%	72
2016 Q4	$1.99M	Buy	+21,500	New	+$1.99M	0.25%	77
2013 Q4	–	Sell	-55,000	Closed	-$4.59M	–	47
2013 Q3	$4.59M	Sell	55,000 -11,000	-17%	-$917K	0.81%	42
2013 Q2	$5.44M	Buy	+66,000	New	+$5.44M	1%	40