WCM
Whitener Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
11,260
+157
| +1% | +$61K | 1.16% | 22 |
|
|
2025
Q1 | $3.66M | Sell |
11,103
-251
| -2% | -$82.8K | 1.04% | 25 |
|
|
2024
Q4 | $4.12M | Sell |
11,354
-189
| -2% | -$68.6K | 1.15% | 22 |
|
|
2024
Q3 | $4.51M | Sell |
11,543
-543
| -4% | -$212K | 1.28% | 21 |
|
|
2024
Q2 | $4.03M | Buy |
12,086
+232
| +2% | +$77.3K | 1.22% | 22 |
|
|
2024
Q1 | $4.34M | Buy |
11,854
+64
| +0.5% | +$23.5K | 1.42% | 20 |
|
|
2023
Q4 | $3.49M | Buy |
11,790
+316
| +3% | +$93.4K | 1.26% | 23 |
|
|
2023
Q3 | $3.13M | Sell |
11,474
-135
| -1% | -$36.9K | 1.25% | 24 |
|
|
2023
Q2 | $2.86M | Buy |
11,609
+294
| +3% | +$72.3K | 1.1% | 24 |
|
|
2023
Q1 | $2.59M | Sell |
11,315
-200
| -2% | -$45.8K | 1.08% | 24 |
|
|
2022
Q4 | $2.76M | Sell |
11,515
-120
| -1% | -$28.7K | 1.21% | 23 |
|
|
2022
Q3 | $1.91M | Buy |
11,635
+150
| +1% | +$24.6K | 0.9% | 29 |
|
|
2022
Q2 | $2.05M | Hold |
11,485
| – | – | 0.93% | 30 |
|
|
2022
Q1 | $2.56M | Buy |
11,485
+115
| +1% | +$25.6K | 0.96% | 26 |
|
|
2021
Q4 | $2.35M | Buy |
11,370
+1,870
| +20% | +$387K | 0.84% | 31 |
|
|
2021
Q3 | $1.73M | Sell |
9,500
-380
| -4% | -$69.2K | 0.8% | 32 |
|
|
2021
Q2 | $2.15M | Buy |
9,880
+47
| +0.5% | +$10.2K | 0.86% | 29 |
|
|
2021
Q1 | $2.28M | Buy |
9,833
+333
| +4% | +$77.2K | 0.99% | 26 |
|
|
2020
Q4 | $1.73M | Buy |
9,500
+1,895
| +25% | +$345K | 0.79% | 32 |
|
|
2020
Q3 | $1.13M | Buy |
7,605
+3,830
| +101% | +$571K | 0.55% | 50 |
|
|
2020
Q2 | $477K | Hold |
3,775
| – | – | 0.25% | 76 |
|
|
2020
Q1 | $438K | Sell |
3,775
-305
| -7% | -$35.4K | 0.28% | 67 |
|
|
2019
Q4 | $602K | Buy |
4,080
+970
| +31% | +$143K | 0.31% | 75 |
|
|
2019
Q3 | $392K | Buy |
3,110
+25
| +0.8% | +$3.15K | 0.22% | 90 |
|
|
2019
Q2 | $420K | Hold |
3,085
| – | – | 0.24% | 87 |
|
|
2019
Q1 | $417K | Sell |
3,085
-335
| -10% | -$45.3K | 0.27% | 83 |
|
|
2018
Q4 | $434K | Hold |
3,420
| – | – | 0.32% | 76 |
|
|
2018
Q3 | $521K | Buy |
3,420
+100
| +3% | +$15.2K | 0.34% | 75 |
|
|
2018
Q2 | $450K | Sell |
3,320
-340
| -9% | -$46.1K | 0.35% | 78 |
|
|
2018
Q1 | $539K | Buy |
3,660
+175
| +5% | +$25.8K | 0.41% | 66 |
|
|
2017
Q4 | $549K | Buy |
+3,485
| New | +$549K | 0.47% | 62 |
|