Welch & Forbes’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Sell |
19,031
-374
| -2% | -$259K | 0.17% | 89 |
|
|
2025
Q4 | $11.1M | Sell |
19,405
-39
| -0.2% | -$21.7K | 0.13% | 95 |
|
|
2025
Q3 | $9.28M | Sell |
19,444
-313
| -2% | -$134K | 0.11% | 97 |
|
|
2025
Q2 | $7.67M | Sell |
19,757
-964
| -5% | -$321K | 0.1% | 105 |
|
|
2025
Q1 | $6.83M | Sell |
20,721
-868
| -4% | -$309K | 0.09% | 110 |
|
|
2024
Q4 | $7.83M | Sell |
21,589
-1,065
| -5% | -$413K | 0.1% | 102 |
|
|
2024
Q3 | $8.86M | Sell |
22,654
-849
| -4% | -$293K | 0.11% | 103 |
|
|
2024
Q2 | $7.68M | Sell |
23,503
-257
| -1% | -$89.1K | 0.1% | 106 |
|
|
2024
Q1 | $8.71M | Sell |
23,760
-1,014
| -4% | -$324K | 0.12% | 102 |
|
|
2023
Q4 | $7.32M | Sell |
24,774
-511
| -2% | -$133K | 0.11% | 107 |
|
|
2023
Q3 | $6.9M | Sell |
25,285
-1,388
| -5% | -$377K | 0.11% | 107 |
|
|
2023
Q2 | $6.56M | Sell |
26,673
-618
| -2% | -$138K | 0.1% | 112 |
|
|
2023
Q1 | $6.25M | Sell |
27,291
-697
| -2% | -$169K | 0.11% | 114 |
|
|
2022
Q4 | $6.7M | Sell |
27,988
-61
| -0.2% | -$13.3K | 0.12% | 115 |
|
|
2022
Q3 | $4.6M | Buy |
28,049
+501
| +2% | +$91.5K | 0.09% | 131 |
|
|
2022
Q2 | $4.92M | Sell |
27,548
-2,206
| -7% | -$465K | 0.09% | 131 |
|
|
2022
Q1 | $6.63M | Sell |
29,754
-70
| -0.2% | -$14.7K | 0.1% | 125 |
|
|
2021
Q4 | $6.17M | Sell |
29,824
-160
| -0.5% | -$32.2K | 0.09% | 131 |
|
|
2021
Q3 | $5.76M | Sell |
29,984
-48
| -0.2% | -$10K | 0.1% | 131 |
|
|
2021
Q2 | $6.54M | Buy |
30,032
+343
| +1% | +$79.2K | 0.11% | 123 |
|
|
2021
Q1 | $6.88M | Sell |
29,689
-52
| -0.2% | -$10.8K | 0.13% | 118 |
|
|
2020
Q4 | $5.41M | Buy |
29,741
+829
| +3% | +$141K | 0.11% | 130 |
|
|
2020
Q3 | $4.31M | Sell |
28,912
-662
| -2% | -$93K | 0.09% | 129 |
|
|
2020
Q2 | $3.74M | Sell |
29,574
-1,988
| -6% | -$236K | 0.09% | 133 |
|
|
2020
Q1 | $3.66M | Sell |
31,562
-925
| -3% | -$118K | 0.1% | 126 |
|
|
2019
Q4 | $4.8M | Sell |
32,487
-420
| -1% | -$58.6K | 0.11% | 126 |
|
|
2019
Q3 | $4.16M | Sell |
32,907
-5,050
| -13% | -$642K | 0.1% | 131 |
|
|
2019
Q2 | $5.17M | Sell |
37,957
-1,021
| -3% | -$135K | 0.13% | 124 |
|
|
2019
Q1 | $5.28M | Sell |
38,978
-656
| -2% | -$87.1K | 0.13% | 123 |
|
|
2018
Q4 | $5.04M | Sell |
39,634
-927
| -2% | -$121K | 0.14% | 120 |
|
|
2018
Q3 | $6.19M | Sell |
40,561
-515
| -1% | -$72.8K | 0.15% | 122 |
|
|
2018
Q2 | $5.57M | Sell |
41,076
-993
| -2% | -$148K | 0.14% | 123 |
|
|
2018
Q1 | $6.2M | Sell |
42,069
-9,210
| -18% | -$1.45M | 0.16% | 122 |
|
|
2017
Q4 | $8.08M | Sell |
51,279
-2,469
| -5% | -$342K | 0.22% | 102 |
|
|
2017
Q3 | $6.7M | Sell |
53,748
-1,254
| -2% | -$144K | 0.18% | 119 |
|
|
2017
Q2 | $5.91M | Sell |
55,002
-263
| -0.5% | -$26.7K | 0.17% | 117 |
|
|
2017
Q1 | $5.13M | Sell |
55,265
-14,322
| -21% | -$1.36M | 0.15% | 124 |
|
|
2016
Q4 | $6.45M | Sell |
69,587
-1,276
| -2% | -$116K | 0.19% | 115 |
|
|
2016
Q3 | $6.29M | Sell |
70,863
-789
| -1% | -$64.6K | 0.22% | 103 |
|
|
2016
Q2 | $5.43M | Sell |
71,652
-3,368
| -4% | -$252K | 0.17% | 116 |
|
|
2016
Q1 | $5.74M | Sell |
75,020
-525
| -0.7% | -$35.2K | 0.18% | 118 |
|
|
2015
Q4 | $5.13M | Sell |
75,545
-4,081
| -5% | -$285K | 0.16% | 116 |
|
|
2015
Q3 | $5.2M | Sell |
79,626
-10
| -0% | -$765 | 0.17% | 115 |
|
|
2015
Q2 | $6.75M | Sell |
79,636
-3,273
| -4% | -$281K | 0.21% | 105 |
|
|
2015
Q1 | $6.63M | Sell |
82,909
-21,927
| -21% | -$1.82M | 0.2% | 110 |
|
|
2014
Q4 | $9.6M | Sell |
104,836
-3,390
| -3% | -$330K | 0.28% | 97 |
|
|
2014
Q3 | $10.7M | Buy |
108,226
+285
| +0.3% | +$30.2K | 0.33% | 81 |
|
|
2014
Q2 | $11.7M | Sell |
107,941
-1,533
| -1% | -$161K | 0.37% | 77 |
|
|
2014
Q1 | $10.9M | Buy |
109,474
+744
| +0.7% | +$70.2K | 0.34% | 82 |
|
|
2013
Q4 | $9.87M | Sell |
108,730
-1,438
| -1% | -$123K | 0.31% | 87 |
|
|
2013
Q3 | $9.19M | Sell |
110,168
-672
| -0.6% | -$56.8K | 0.31% | 89 |
|
|
2013
Q2 | $9.14M | Buy |
+110,840
| New | +$9.43M | 0.33% | 85 |
|
Other funds holding CAT
VCM
VPM
