Wimmer Associates 1’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 | $863K | Hold |
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|
2025
Q1 | $783K | Sell |
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|
2024
Q4 | $865K | Hold |
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|
2024
Q3 | $933K | Hold |
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|
2024
Q2 | $794K | Hold |
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|
2024
Q1 | $874K | Hold |
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|
2023
Q4 | $705K | Hold |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $513K | Hold |
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|
2022
Q2 | $424K | Hold |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $485K | Hold |
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|
2021
Q1 | $516K | Sell |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $396K | Hold |
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|
2019
Q1 | $394K | Hold |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $429K | Sell |
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|
2018
Q1 | $480K | Hold |
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|
2017
Q4 | $514K | Hold |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $348K | Sell |
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|
2017
Q1 | $351K | Sell |
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|
2016
Q4 | $570K | Buy |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $413K | Sell |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $413K | Buy |
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