Wright Investors Service’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
13,985
-2,046
| -13% | -$794K | 1.64% | 14 |
|
|
2025
Q1 | $5.29M | Sell |
16,031
-1,542
| -9% | -$509K | 1.75% | 18 |
|
|
2024
Q4 | $6.37M | Buy |
17,573
+3,454
| +24% | +$1.25M | 2.07% | 11 |
|
|
2024
Q3 | $5.52M | Sell |
14,119
-23
| -0.2% | -$9K | 1.45% | 18 |
|
|
2024
Q2 | $4.71M | Buy |
14,142
+133
| +0.9% | +$44.3K | 1.24% | 20 |
|
|
2024
Q1 | $5.13M | Sell |
14,009
-126
| -0.9% | -$46.2K | 1.3% | 20 |
|
|
2023
Q4 | $4.18M | Buy |
14,135
+2,553
| +22% | +$755K | 1.18% | 22 |
|
|
2023
Q3 | $3.16M | Sell |
11,582
-64
| -0.5% | -$17.5K | 0.92% | 39 |
|
|
2023
Q2 | $2.87M | Buy |
11,646
+6,868
| +144% | +$1.69M | 0.81% | 42 |
|
|
2023
Q1 | $1.09M | Buy |
4,778
+255
| +6% | +$58.4K | 0.31% | 91 |
|
|
2022
Q4 | $1.08M | Sell |
4,523
-301
| -6% | -$72.1K | 0.31% | 92 |
|
|
2022
Q3 | $792K | Sell |
4,824
-10,528
| -69% | -$1.73M | 0.25% | 102 |
|
|
2022
Q2 | $2.74M | Buy |
15,352
+2,572
| +20% | +$460K | 0.78% | 46 |
|
|
2022
Q1 | $2.85M | Buy |
12,780
+260
| +2% | +$57.9K | 0.71% | 47 |
|
|
2021
Q4 | $2.59M | Buy |
+12,520
| New | +$2.59M | 0.65% | 52 |
|
|
2020
Q3 | – | Sell |
-2,165
| Closed | -$274K | – | 151 |
|
|
2020
Q2 | $274K | Sell |
2,165
-3,011
| -58% | -$381K | 0.11% | 136 |
|
|
2020
Q1 | $601K | Buy |
5,176
+1,252
| +32% | +$145K | 0.26% | 86 |
|
|
2019
Q4 | $579K | Sell |
3,924
-45
| -1% | -$6.64K | 0.2% | 107 |
|
|
2019
Q3 | $501K | Sell |
3,969
-5,710
| -59% | -$721K | 0.18% | 111 |
|
|
2019
Q2 | $1.32M | Sell |
9,679
-1,908
| -16% | -$260K | 0.5% | 61 |
|
|
2019
Q1 | $1.57M | Sell |
11,587
-10,086
| -47% | -$1.37M | 0.63% | 53 |
|
|
2018
Q4 | $2.75M | Buy |
21,673
+983
| +5% | +$125K | 1.18% | 27 |
|
|
2018
Q3 | $3.16M | Buy |
20,690
+1,067
| +5% | +$163K | 1.15% | 30 |
|
|
2018
Q2 | $2.66M | Sell |
19,623
-794
| -4% | -$108K | 1.06% | 32 |
|
|
2018
Q1 | $3.01M | Buy |
20,417
+12,659
| +163% | +$1.87M | 1.03% | 29 |
|
|
2017
Q4 | $1.22M | Buy |
7,758
+5,701
| +277% | +$898K | 0.41% | 64 |
|
|
2017
Q3 | $257K | Buy |
+2,057
| New | +$257K | 0.09% | 191 |
|
|
2015
Q1 | – | Sell |
-3,574
| Closed | -$327K | – | 210 |
|
|
2014
Q4 | $327K | Sell |
3,574
-907
| -20% | -$83K | 0.16% | 167 |
|
|
2014
Q3 | $444K | Buy |
+4,481
| New | +$444K | 0.22% | 127 |
|