Voloridge Investment 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 | – | Sell |
-284,837
| Closed | -$93.9M | – | 1179 |
|
|
2025
Q1 | $93.9M | Buy |
284,837
+264,034
| +1,269% | +$87.1M | 0.35% | 70 |
|
|
2024
Q4 | $7.55M | Buy |
+20,803
| New | +$7.55M | 0.03% | 660 |
|
|
2023
Q4 | – | Sell |
-232,988
| Closed | -$63.6M | – | 1190 |
|
|
2023
Q3 | $63.6M | Buy |
232,988
+76,768
| +49% | +$21M | 0.31% | 78 |
|
|
2023
Q2 | $38.4M | Buy |
156,220
+103,208
| +195% | +$25.4M | 0.18% | 156 |
|
|
2023
Q1 | $12.1M | Sell |
53,012
-94,335
| -64% | -$21.6M | 0.06% | 403 |
|
|
2022
Q4 | $35.3M | Sell |
147,347
-172,010
| -54% | -$41.2M | 0.2% | 143 |
|
|
2022
Q3 | $52.4M | Buy |
319,357
+168,793
| +112% | +$27.7M | 0.28% | 75 |
|
|
2022
Q2 | $26.9M | Buy |
150,564
+124,741
| +483% | +$22.3M | 0.14% | 215 |
|
|
2022
Q1 | $5.75M | Sell |
25,823
-211,885
| -89% | -$47.2M | 0.03% | 590 |
|
|
2021
Q4 | $49.1M | Sell |
237,708
-54,858
| -19% | -$11.3M | 0.27% | 73 |
|
|
2021
Q3 | $56.2M | Buy |
292,566
+284,845
| +3,689% | +$54.7M | 0.36% | 44 |
|
|
2021
Q2 | $1.68M | Buy |
+7,721
| New | +$1.68M | 0.01% | 1053 |
|
|
2019
Q3 | – | Sell |
-13,322
| Closed | -$1.82M | – | 1069 |
|
|
2019
Q2 | $1.82M | Sell |
13,322
-73,115
| -85% | -$9.97M | 0.05% | 345 |
|
|
2019
Q1 | $11.7M | Buy |
+86,437
| New | +$11.7M | 0.35% | 58 |
|
|
2017
Q1 | – | Sell |
-54,139
| Closed | -$5.02M | – | 495 |
|
|
2016
Q4 | $5.02M | Sell |
54,139
-157,662
| -74% | -$14.6M | 0.11% | 235 |
|
|
2016
Q3 | $18.8M | Buy |
+211,801
| New | +$18.8M | 0.41% | 38 |
|
|
2015
Q2 | – | Sell |
-106,048
| Closed | -$8.49M | – | 307 |
|
|
2015
Q1 | $8.49M | Buy |
+106,048
| New | +$8.49M | 0.41% | 72 |
|
|
2014
Q1 | – | Sell |
-19,300
| Closed | -$1.75M | – | 83 |
|
|
2013
Q4 | $1.75M | Buy |
+19,300
| New | +$1.75M | 0.33% | 64 |
|