Wimmer Associates 1’s Caterpillar CAT Stock Holding History

Wimmer Associates 1’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$863K	Hold	2,222	–	–	0.44%	54
2025 Q1	$783K	Sell	2,222 -163	-7%	-$57.5K	0.41%	55
2024 Q4	$865K	Hold	2,385	–	–	0.43%	55
2024 Q3	$933K	Hold	2,385	–	–	0.46%	52
2024 Q2	$794K	Hold	2,385	–	–	0.41%	57
2024 Q1	$874K	Hold	2,385	–	–	0.46%	53
2023 Q4	$705K	Hold	2,385	–	–	0.4%	61
2023 Q3	$651K	Sell	2,385 -6	-0.3%	-$1.64K	0.41%	58
2023 Q2	$588K	Hold	2,391	–	–	0.35%	69
2023 Q1	$505K	Buy	2,391 +20	+0.8%	+$4.23K	0.32%	75
2022 Q4	$568K	Hold	2,371	–	–	0.37%	71
2022 Q3	$513K	Hold	2,371	–	–	0.34%	73
2022 Q2	$424K	Hold	2,371	–	–	0.28%	80
2022 Q1	$528K	Buy	2,371 +80	+3%	+$17.8K	0.29%	74
2021 Q4	$474K	Buy	2,291 +29	+1%	+$6K	0.25%	78
2021 Q3	$434K	Buy	2,262 +35	+2%	+$6.72K	0.26%	78
2021 Q2	$485K	Hold	2,227	–	–	0.28%	75
2021 Q1	$516K	Sell	2,227 -58	-3%	-$13.4K	0.28%	71
2020 Q4	$416K	Hold	2,285	–	–	0.25%	80
2020 Q3	$341K	Hold	2,285	–	–	0.23%	81
2020 Q2	$325K	Sell	2,285 -116	-5%	-$16.5K	0.25%	80
2020 Q1	$279K	Buy	2,401 +190	+9%	+$22.1K	0.26%	77
2019 Q4	$327K	Hold	2,211	–	–	0.26%	87
2019 Q3	$279K	Sell	2,211 -695	-24%	-$87.7K	0.24%	86
2019 Q2	$396K	Hold	2,906	–	–	0.35%	71
2019 Q1	$394K	Hold	2,906	–	–	0.35%	73
2018 Q4	$369K	Sell	2,906 -147	-5%	-$18.7K	0.37%	69
2018 Q3	$466K	Sell	3,053 -106	-3%	-$16.2K	0.39%	67
2018 Q2	$429K	Sell	3,159 -100	-3%	-$13.6K	0.38%	68
2018 Q1	$480K	Hold	3,259	–	–	0.42%	66
2017 Q4	$514K	Hold	3,259	–	–	0.46%	63
2017 Q3	$406K	Buy	3,259 +20	+0.6%	+$2.49K	0.37%	75
2017 Q2	$348K	Sell	3,239 -545	-14%	-$58.6K	0.32%	82
2017 Q1	$351K	Sell	3,784 -2,366	-38%	-$219K	0.33%	86
2016 Q4	$570K	Buy	6,150 +896	+17%	+$83K	0.53%	58
2016 Q3	$466K	Sell	5,254 -200	-4%	-$17.7K	0.42%	71
2016 Q2	$413K	Sell	5,454 -575	-10%	-$43.5K	0.37%	76
2016 Q1	$461K	Sell	6,029 -50	-0.8%	-$3.82K	0.42%	68
2015 Q4	$413K	Buy	+6,079	New	+$413K	0.43%	71