Wedge 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 | $339K | Sell |
873
-44
| -5% | -$17.1K | 0.01% | 482 |
|
|
2025
Q1 | $302K | Buy |
917
+42
| +5% | +$13.9K | 0.01% | 487 |
|
|
2024
Q4 | $317K | Hold |
875
| – | – | 0.01% | 486 |
|
|
2024
Q3 | $342K | Buy |
875
+9
| +1% | +$3.52K | 0.01% | 479 |
|
|
2024
Q2 | $288K | Sell |
866
-89
| -9% | -$29.6K | 0.01% | 468 |
|
|
2024
Q1 | $350K | Sell |
955
-30
| -3% | -$11K | 0.01% | 468 |
|
|
2023
Q4 | $291K | Buy |
985
+42
| +4% | +$12.4K | 0.01% | 466 |
|
|
2023
Q3 | $257K | Sell |
943
-27
| -3% | -$7.37K | 0.01% | 476 |
|
|
2023
Q2 | $239K | Sell |
970
-34
| -3% | -$8.37K | ﹤0.01% | 497 |
|
|
2023
Q1 | $230K | Buy |
1,004
+41
| +4% | +$9.38K | ﹤0.01% | 387 |
|
|
2022
Q4 | $231K | Buy |
+963
| New | +$231K | ﹤0.01% | 381 |
|
|
2022
Q2 | – | Sell |
-944
| Closed | -$210K | – | 417 |
|
|
2022
Q1 | $210K | Buy |
+944
| New | +$210K | ﹤0.01% | 399 |
|
|
2020
Q1 | – | Sell |
-1,537
| Closed | -$227K | – | 531 |
|
|
2019
Q4 | $227K | Buy |
+1,537
| New | +$227K | ﹤0.01% | 519 |
|
|
2016
Q4 | – | Sell |
-256,782
| Closed | -$22.8M | – | 567 |
|
|
2016
Q3 | $22.8M | Sell |
256,782
-32,619
| -11% | -$2.9M | 0.23% | 131 |
|
|
2016
Q2 | $21.9M | Sell |
289,401
-29,179
| -9% | -$2.21M | 0.23% | 128 |
|
|
2016
Q1 | $24.4M | Sell |
318,580
-23,545
| -7% | -$1.8M | 0.25% | 118 |
|
|
2015
Q4 | $23.3M | Buy |
342,125
+800
| +0.2% | +$54.4K | 0.25% | 145 |
|
|
2015
Q3 | $22.3M | Buy |
+341,325
| New | +$22.3M | 0.24% | 144 |
|