Wilkins Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
3,841
-329
| -8% | -$128K | 0.21% | 70 |
|
|
2025
Q1 | $1.38M | Sell |
4,170
-100
| -2% | -$33K | 0.2% | 67 |
|
|
2024
Q4 | $1.55M | Buy |
4,270
+1,150
| +37% | +$417K | 0.22% | 66 |
|
|
2024
Q3 | $1.22M | Sell |
3,120
-100
| -3% | -$39.1K | 0.17% | 74 |
|
|
2024
Q2 | $1.07M | Buy |
3,220
+185
| +6% | +$61.6K | 0.16% | 75 |
|
|
2024
Q1 | $1.11M | Buy |
+3,035
| New | +$1.11M | 0.16% | 73 |
|