Windsor 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 | $1.03M | Sell |
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|
2025
Q2 | $845K | Sell |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $851K | Sell |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $858K | Sell |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $679K | Sell |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $465K | Hold |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $607K | Sell |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $274K | Buy |
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|
2018
Q1 | $297K | Sell |
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|
2017
Q4 | $332K | Sell |
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|
2017
Q3 | $433K | Hold |
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|
2017
Q2 | $433K | Sell |
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|
2017
Q1 | $429K | Sell |
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|
2016
Q4 | $725K | Buy |
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|
2016
Q3 | $633K | Sell |
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|
2016
Q2 | $540K | Buy |
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|
2016
Q1 | $408K | Buy |
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|
2015
Q4 | $230K | Buy |
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|
2015
Q3 | $214K | Sell |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | $243K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $261K | Buy |
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|
2014
Q1 | $216K | Buy |
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|
2013
Q4 | $138K | Buy |
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|
2013
Q3 | $104K | Buy |
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|
2013
Q2 | $15K | Buy |
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