Woodmont 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 | $1.91M | Buy |
4,918
+88
| +2% | +$34.2K | 0.13% | 112 |
|
|
2025
Q1 | $1.59M | Sell |
4,830
-378
| -7% | -$125K | 0.12% | 117 |
|
|
2024
Q4 | $1.89M | Buy |
5,208
+2,670
| +105% | +$969K | 0.14% | 100 |
|
|
2024
Q3 | $993K | Buy |
2,538
+29
| +1% | +$11.3K | 0.07% | 136 |
|
|
2024
Q2 | $836K | Sell |
2,509
-2,710
| -52% | -$903K | 0.07% | 143 |
|
|
2024
Q1 | $1.91M | Buy |
5,219
+169
| +3% | +$61.9K | 0.16% | 99 |
|
|
2023
Q4 | $1.49M | Buy |
5,050
+2,912
| +136% | +$861K | 0.14% | 106 |
|
|
2023
Q3 | $584K | Hold |
2,138
| – | – | 0.06% | 160 |
|
|
2023
Q2 | $526K | Hold |
2,138
| – | – | 0.05% | 164 |
|
|
2023
Q1 | $489K | Sell |
2,138
-2,710
| -56% | -$620K | 0.05% | 172 |
|
|
2022
Q4 | $1.16M | Sell |
4,848
-100
| -2% | -$24K | 0.13% | 118 |
|
|
2022
Q3 | $812K | Buy |
4,948
+2,939
| +146% | +$482K | 0.1% | 136 |
|
|
2022
Q2 | $359K | Sell |
2,009
-36
| -2% | -$6.43K | 0.04% | 190 |
|
|
2022
Q1 | $456K | Sell |
2,045
-1,125
| -35% | -$251K | 0.05% | 187 |
|
|
2021
Q4 | $655K | Buy |
+3,170
| New | +$655K | 0.08% | 141 |
|
|
2016
Q4 | – | Sell |
-770
| Closed | -$68K | – | 252 |
|
|
2016
Q3 | $68K | Buy |
+770
| New | +$68K | 0.02% | 230 |
|
|
2016
Q2 | – | Sell |
-760
| Closed | -$58K | – | 224 |
|
|
2016
Q1 | $58K | Hold |
760
| – | – | 0.02% | 243 |
|
|
2015
Q4 | $52K | Hold |
760
| – | – | 0.02% | 258 |
|
|
2015
Q3 | $50K | Hold |
760
| – | – | 0.02% | 257 |
|
|
2015
Q2 | $64K | Buy |
+760
| New | +$64K | 0.02% | 240 |
|