Washburn 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 | $1.05M | Sell |
2,692
-232
| -8% | -$90.1K | 0.61% | 24 |
|
|
2025
Q1 | $964K | Buy |
2,924
+25
| +0.9% | +$8.25K | 0.63% | 23 |
|
|
2024
Q4 | $1.05M | Buy |
2,899
+137
| +5% | +$49.7K | 0.65% | 20 |
|
|
2024
Q3 | $1.08M | Sell |
2,762
-270
| -9% | -$106K | 0.77% | 20 |
|
|
2024
Q2 | $1.01M | Sell |
3,032
-105
| -3% | -$35K | 0.72% | 19 |
|
|
2024
Q1 | $1.15M | Buy |
3,137
+372
| +13% | +$136K | 0.85% | 19 |
|
|
2023
Q4 | $818K | Buy |
2,765
+75
| +3% | +$22.2K | 0.61% | 22 |
|
|
2023
Q3 | $734K | Buy |
2,690
+915
| +52% | +$250K | 0.62% | 26 |
|
|
2023
Q2 | $437K | Sell |
1,775
-170
| -9% | -$41.8K | 0.36% | 36 |
|
|
2023
Q1 | $445K | Buy |
+1,945
| New | +$445K | 0.38% | 41 |
|