Whitener 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 | $5.45M | Buy |
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|
2025
Q2 | $4.37M | Buy |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $4.12M | Sell |
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|
2024
Q3 | $4.51M | Sell |
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|
2024
Q2 | $4.03M | Buy |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $2.86M | Buy |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.76M | Sell |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $2.05M | Hold |
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|
2022
Q1 | $2.56M | Buy |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $2.28M | Buy |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $477K | Hold |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $392K | Buy |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $434K | Hold |
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|
2018
Q3 | $521K | Buy |
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|
2018
Q2 | $450K | Sell |
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|
2018
Q1 | $539K | Buy |
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|
2017
Q4 | $549K | Buy |
|