Waters Parkerson & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $569K | Sell |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $385K | Hold |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $445K | Sell |
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|
2017
Q3 | $377K | Buy |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $230K | Sell |
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|
2016
Q4 | $257K | Sell |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $252K | Sell |
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|
2016
Q1 | $266K | Hold |
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|
2015
Q4 | $236K | Buy |
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|
2015
Q3 | $201K | Buy |
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|
2015
Q2 | $254K | Buy |
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|
2015
Q1 | $236K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $272K | Hold |
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|
2014
Q1 | $248K | Hold |
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|
2013
Q4 | $227K | Hold |
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|
2013
Q3 | $209K | Hold |
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|
2013
Q2 | $206K | Buy |
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