Violich 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 | $699K | Buy |
+1,800
| New | +$699K | 0.1% | 65 |
|
|
2020
Q3 | – | Sell |
-1,825
| Closed | -$231K | – | 105 |
|
|
2020
Q2 | $231K | Sell |
1,825
-450
| -20% | -$57K | 0.05% | 99 |
|
|
2020
Q1 | $264K | Hold |
2,275
| – | – | 0.07% | 88 |
|
|
2019
Q4 | $336K | Hold |
2,275
| – | – | 0.07% | 93 |
|
|
2019
Q3 | $287K | Hold |
2,275
| – | – | 0.07% | 94 |
|
|
2019
Q2 | $310K | Sell |
2,275
-25
| -1% | -$3.41K | 0.08% | 95 |
|
|
2019
Q1 | $312K | Hold |
2,300
| – | – | 0.08% | 91 |
|
|
2018
Q4 | $292K | Hold |
2,300
| – | – | 0.08% | 86 |
|
|
2018
Q3 | $351K | Sell |
2,300
-25
| -1% | -$3.82K | 0.08% | 86 |
|
|
2018
Q2 | $315K | Hold |
2,325
| – | – | 0.08% | 91 |
|
|
2018
Q1 | $343K | Hold |
2,325
| – | – | 0.09% | 86 |
|
|
2017
Q4 | $366K | Hold |
2,325
| – | – | 0.09% | 83 |
|
|
2017
Q3 | $290K | Hold |
2,325
| – | – | 0.08% | 88 |
|
|
2017
Q2 | $250K | Hold |
2,325
| – | – | 0.07% | 91 |
|
|
2017
Q1 | $216K | Hold |
2,325
| – | – | 0.07% | 102 |
|
|
2016
Q4 | $218K | Sell |
2,325
-575
| -20% | -$53.9K | 0.07% | 99 |
|
|
2016
Q3 | $257K | Hold |
2,900
| – | – | 0.09% | 85 |
|
|
2016
Q2 | $220K | Hold |
2,900
| – | – | 0.07% | 88 |
|
|
2016
Q1 | $222K | Sell |
2,900
-500
| -15% | -$38.3K | 0.07% | 85 |
|
|
2015
Q4 | $231K | Sell |
3,400
-225
| -6% | -$15.3K | 0.08% | 81 |
|
|
2015
Q3 | $237K | Sell |
3,625
-1,550
| -30% | -$101K | 0.08% | 81 |
|
|
2015
Q2 | $439K | Sell |
5,175
-1,800
| -26% | -$153K | 0.14% | 74 |
|
|
2015
Q1 | $558K | Sell |
6,975
-475
| -6% | -$38K | 0.18% | 69 |
|
|
2014
Q4 | $682K | Sell |
7,450
-1,000
| -12% | -$91.5K | 0.22% | 63 |
|
|
2014
Q3 | $837K | Sell |
8,450
-1,000
| -11% | -$99.1K | 0.27% | 54 |
|
|
2014
Q2 | $1.03M | Buy |
+9,450
| New | +$1.03M | 0.34% | 51 |
|