Winslow Asset 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
Q2 | $351K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $296K | Hold |
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|
2018
Q3 | $355K | Sell |
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|
2018
Q2 | $452K | Hold |
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|
2018
Q1 | $491K | Buy |
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|
2017
Q4 | $519K | Buy |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $338K | Hold |
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|
2017
Q1 | $292K | Hold |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $280K | Hold |
|
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|
2016
Q2 | $239K | Hold |
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|
2016
Q1 | $241K | Hold |
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|
2015
Q4 | $214K | Hold |
|
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|
2015
Q3 | $206K | Sell |
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|
2015
Q2 | $301K | Hold |
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|
2015
Q1 | $284K | Hold |
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|
2014
Q4 | $325K | Hold |
|
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|
2014
Q3 | $352K | Hold |
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|
2014
Q2 | $386K | Hold |
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|
2014
Q1 | $353K | Hold |
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|
2013
Q4 | $322K | Sell |
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|
2013
Q3 | $304K | Hold |
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|
2013
Q2 | $301K | Buy |
|