Wellington Shields Capital Management’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 | $358K | Hold |
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|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | $82.5K | Sell |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $854K | Sell |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $664K | Hold |
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|
2020
Q2 | $563K | Hold |
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|
2020
Q1 | $516K | Hold |
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|
2019
Q4 | $657K | Hold |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | $540K | Hold |
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|
2018
Q3 | $648K | Hold |
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|
2018
Q2 | $577K | Sell |
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|
2018
Q1 | $627K | Buy |
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|
2017
Q4 | $505K | Buy |
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|
2017
Q3 | $399K | Sell |
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|
2017
Q2 | $355K | Hold |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $565K | Sell |
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|
2016
Q2 | $505K | Sell |
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|
2016
Q1 | $517K | Buy |
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|
2015
Q4 | $398K | Buy |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $506K | Buy |
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|
2015
Q1 | $461K | Sell |
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|
2014
Q4 | $546K | Hold |
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|
2014
Q3 | $590K | Buy |
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|
2014
Q2 | $648K | Buy |
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|
2014
Q1 | $572K | Sell |
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|
2013
Q4 | $541K | Buy |
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