WIM
CAT icon

Warwick Investment Management’s Caterpillar CAT Stock Holding History

Warwick Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$906K Buy
1,279
+32
+3% +$22.2K 0.13% 63
2025
Q4 		$714K Buy
1,247
+12
+1% +$6.67K 0.11% 66
2025
Q3 		$589K Buy
1,235
+81
+7% +$34.6K 0.1% 69
2025
Q2 		$448K Sell
1,154
-13
-1% -$4.33K 0.09% 71
2025
Q1 		$385K Buy
1,167
+30
+3% +$10.7K 0.08% 72
2024
Q4 		$412K Buy
1,137
+2
+0.2% +$776 0.09% 61
2024
Q3 		$444K Buy
1,135
+22
+2% +$7.6K 0.11% 54
2024
Q2 		$371K Buy
1,113
+30
+3% +$10.4K 0.09% 68
2024
Q1 		$397K Buy
1,083
+164
+18% +$52.4K 0.1% 63
2023
Q4 		$272K Buy
919
+138
+18% +$35.8K 0.08% 65
2023
Q3 		$213K Buy
+781
New +$212K 0.08% 63

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