Wendell David Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Hold |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $523K | Hold |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $606K | Hold |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $375K | Hold |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $421K | Hold |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $375K | Hold |
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|
2019
Q1 | $373K | Sell |
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|
2018
Q4 | $451K | Hold |
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|
2018
Q3 | $542K | Hold |
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|
2018
Q2 | $482K | Hold |
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|
2018
Q1 | $524K | Hold |
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|
2017
Q4 | $560K | Hold |
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|
2017
Q3 | $443K | Hold |
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|
2017
Q2 | $382K | Hold |
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|
2017
Q1 | $330K | Sell |
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|
2016
Q4 | $343K | Hold |
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|
2016
Q3 | $329K | Sell |
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|
2016
Q2 | $283K | Hold |
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|
2016
Q1 | $287K | Sell |
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|
2015
Q4 | $447K | Buy |
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|
2015
Q3 | $343K | Sell |
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|
2015
Q2 | $874K | Hold |
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|
2015
Q1 | $822K | Hold |
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|
2014
Q4 | $946K | Buy |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $1.02M | Sell |
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|
2013
Q4 | $949K | Sell |
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|
2013
Q3 | $870K | Hold |
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|
2013
Q2 | $859K | Buy |
|