WD Rutherford’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
5,602
-93
| -2% | -$36.1K | 1% | 42 |
|
|
2025
Q1 | $1.67M | Sell |
5,695
-100
| -2% | -$29.3K | 0.89% | 42 |
|
|
2024
Q4 | $2.1M | Sell |
5,795
-57
| -1% | -$20.7K | 1% | 42 |
|
|
2024
Q3 | $2.29M | Buy |
5,852
+1,661
| +40% | +$650K | 1.12% | 39 |
|
|
2024
Q2 | $1.4M | Buy |
4,191
+61
| +1% | +$20.3K | 0.7% | 49 |
|
|
2024
Q1 | $1.51M | Sell |
4,130
-65
| -2% | -$23.8K | 0.78% | 44 |
|
|
2023
Q4 | $1.21M | Sell |
4,195
-70
| -2% | -$20.2K | 0.7% | 43 |
|
|
2023
Q3 | $1.16M | Sell |
4,265
-544
| -11% | -$149K | 0.8% | 42 |
|
|
2023
Q2 | $1.18M | Sell |
4,809
-55
| -1% | -$13.5K | 0.76% | 39 |
|
|
2023
Q1 | $1.11M | Sell |
4,864
-305
| -6% | -$69.8K | 0.78% | 40 |
|
|
2022
Q4 | $1.24M | Hold |
5,169
| – | – | 0.97% | 36 |
|
|
2022
Q3 | $848K | Sell |
5,169
-95
| -2% | -$15.6K | 0.68% | 43 |
|
|
2022
Q2 | $941K | Buy |
5,264
+220
| +4% | +$39.3K | 0.73% | 42 |
|
|
2022
Q1 | $1.12M | Buy |
5,044
+425
| +9% | +$94.7K | 0.64% | 45 |
|
|
2021
Q4 | $955K | Buy |
4,619
+150
| +3% | +$31K | 0.48% | 49 |
|
|
2021
Q3 | $858K | Buy |
4,469
+650
| +17% | +$125K | 0.47% | 50 |
|
|
2021
Q2 | $831K | Buy |
3,819
+35
| +0.9% | +$7.62K | 0.46% | 48 |
|
|
2021
Q1 | $877K | Buy |
3,784
+625
| +20% | +$145K | 0.55% | 47 |
|
|
2020
Q4 | $575K | Buy |
+3,159
| New | +$575K | 0.36% | 50 |
|