VCM
Vision Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
970
+150
| +18% | +$58.2K | 0.05% | 108 |
|
|
2025
Q1 | $270K | Sell |
820
-200
| -20% | -$66K | 0.04% | 120 |
|
|
2024
Q4 | $370K | Buy |
1,020
+50
| +5% | +$18.1K | 0.05% | 105 |
|
|
2024
Q3 | $379K | Buy |
+970
| New | +$379K | 0.05% | 104 |
|
|
2013
Q4 | – | Sell |
-218,952
| Closed | -$18.3M | – | 67 |
|
|
2013
Q3 | $18.3M | Buy |
218,952
+52,175
| +31% | +$4.35M | 2.16% | 39 |
|
|
2013
Q2 | $13.8M | Buy |
+166,777
| New | +$13.8M | 2.21% | 38 |
|