Welch Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
39,634
+1,664
| +4% | +$646K | 0.64% | 34 |
|
|
2025
Q1 | $12.5M | Buy |
37,970
+1,156
| +3% | +$381K | 0.55% | 34 |
|
|
2024
Q4 | $13.4M | Buy |
36,814
+703
| +2% | +$255K | 0.6% | 36 |
|
|
2024
Q3 | $14.1M | Buy |
36,111
+451
| +1% | +$176K | 0.61% | 34 |
|
|
2024
Q2 | $11.9M | Buy |
35,660
+711
| +2% | +$237K | 0.57% | 34 |
|
|
2024
Q1 | $12.8M | Buy |
34,949
+189
| +0.5% | +$69.3K | 0.64% | 34 |
|
|
2023
Q4 | $10.3M | Sell |
34,760
-1
| -0% | -$296 | 0.55% | 36 |
|
|
2023
Q3 | $9.49M | Buy |
34,761
+140
| +0.4% | +$38.2K | 0.56% | 34 |
|
|
2023
Q2 | $8.52M | Buy |
34,621
+1,270
| +4% | +$312K | 0.49% | 34 |
|
|
2023
Q1 | $7.63M | Sell |
33,351
-70
| -0.2% | -$16K | 0.44% | 33 |
|
|
2022
Q4 | $8.01M | Buy |
33,421
+385
| +1% | +$92.2K | 0.46% | 34 |
|
|
2022
Q3 | $5.42M | Buy |
33,036
+885
| +3% | +$145K | 0.35% | 35 |
|
|
2022
Q2 | $5.75M | Buy |
32,151
+739
| +2% | +$132K | 0.35% | 34 |
|
|
2022
Q1 | $7M | Buy |
31,412
+2,996
| +11% | +$668K | 0.4% | 35 |
|
|
2021
Q4 | $5.88M | Buy |
28,416
+2,284
| +9% | +$472K | 0.34% | 40 |
|
|
2021
Q3 | $5.02M | Buy |
26,132
+2,453
| +10% | +$471K | 0.34% | 37 |
|
|
2021
Q2 | $5.15M | Buy |
23,679
+1,256
| +6% | +$273K | 0.35% | 37 |
|
|
2021
Q1 | $5.2M | Buy |
22,423
+2,856
| +15% | +$662K | 0.37% | 36 |
|
|
2020
Q4 | $3.56M | Buy |
19,567
+1,550
| +9% | +$282K | 0.29% | 42 |
|
|
2020
Q3 | $2.69M | Buy |
18,017
+2,022
| +13% | +$302K | 0.23% | 40 |
|
|
2020
Q2 | $2.02M | Buy |
15,995
+526
| +3% | +$66.5K | 0.19% | 43 |
|
|
2020
Q1 | $1.8M | Buy |
15,469
+3,028
| +24% | +$351K | 0.19% | 44 |
|
|
2019
Q4 | $1.84M | Sell |
12,441
-15
| -0.1% | -$2.22K | 0.18% | 45 |
|
|
2019
Q3 | $1.57M | Buy |
12,456
+262
| +2% | +$33.1K | 0.16% | 46 |
|
|
2019
Q2 | $1.66M | Buy |
12,194
+1,118
| +10% | +$152K | 0.18% | 44 |
|
|
2019
Q1 | $1.5M | Buy |
11,076
+557
| +5% | +$75.5K | 0.17% | 46 |
|
|
2018
Q4 | $1.34M | Sell |
10,519
-4
| -0% | -$508 | 0.16% | 48 |
|
|
2018
Q3 | $1.61K | Buy |
10,523
+949
| +10% | +$145 | 0.17% | 48 |
|
|
2018
Q2 | $1.3M | Buy |
9,574
+167
| +2% | +$22.7K | 0.16% | 46 |
|
|
2018
Q1 | $1.39M | Sell |
9,407
-339
| -3% | -$49.9K | 0.18% | 46 |
|
|
2017
Q4 | $1.54M | Buy |
9,746
+1,328
| +16% | +$209K | 0.24% | 44 |
|
|
2017
Q3 | $1.05M | Sell |
8,418
-291
| -3% | -$36.3K | 0.18% | 47 |
|
|
2017
Q2 | $936K | Buy |
8,709
+474
| +6% | +$50.9K | 0.16% | 50 |
|
|
2017
Q1 | $764K | Sell |
8,235
-80
| -1% | -$7.42K | 0.14% | 49 |
|
|
2016
Q4 | $771K | Sell |
8,315
-61
| -0.7% | -$5.66K | 0.15% | 49 |
|
|
2016
Q3 | $744K | Sell |
8,376
-109
| -1% | -$9.68K | 0.15% | 53 |
|
|
2016
Q2 | $643K | Sell |
8,485
-1,121
| -12% | -$85K | 0.13% | 49 |
|
|
2016
Q1 | $735K | Buy |
9,606
+541
| +6% | +$41.4K | 0.12% | 54 |
|
|
2015
Q4 | $616K | Sell |
9,065
-577
| -6% | -$39.2K | 0.11% | 60 |
|
|
2015
Q3 | $630K | Buy |
9,642
+933
| +11% | +$61K | 0.12% | 56 |
|
|
2015
Q2 | $739K | Hold |
8,709
| – | – | 0.14% | 55 |
|
|
2015
Q1 | $697 | Sell |
8,709
-296
| -3% | -$24 | 0.13% | 58 |
|
|
2014
Q4 | $824K | Buy |
9,005
+123
| +1% | +$11.3K | 0.16% | 53 |
|
|
2014
Q3 | $880K | Sell |
8,882
-53
| -0.6% | -$5.25K | 0.18% | 47 |
|
|
2014
Q2 | $971K | Sell |
8,935
-72
| -0.8% | -$7.83K | 0.2% | 49 |
|
|
2014
Q1 | $895K | Sell |
9,007
-89
| -1% | -$8.84K | 0.2% | 46 |
|
|
2013
Q4 | $826K | Sell |
9,096
-585
| -6% | -$53.1K | 0.19% | 48 |
|
|
2013
Q3 | $807K | Buy |
9,681
+25
| +0.3% | +$2.08K | 0.2% | 47 |
|
|
2013
Q2 | $797K | Buy |
+9,656
| New | +$797K | 0.21% | 48 |
|