YCM
Yousif Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Sell |
85,085
-1,095
| -1% | -$425K | 0.36% | 38 |
|
|
2025
Q1 | $28.4M | Sell |
86,180
-6,330
| -7% | -$2.09M | 0.33% | 43 |
|
|
2024
Q4 | $33.6M | Sell |
92,510
-1,522
| -2% | -$552K | 0.37% | 36 |
|
|
2024
Q3 | $36.8M | Sell |
94,032
-1,522
| -2% | -$595K | 0.4% | 31 |
|
|
2024
Q2 | $31.8M | Sell |
95,554
-7,109
| -7% | -$2.37M | 0.36% | 36 |
|
|
2024
Q1 | $37.6M | Sell |
102,663
-3,078
| -3% | -$1.13M | 0.42% | 29 |
|
|
2023
Q4 | $31.3M | Sell |
105,741
-3,985
| -4% | -$1.18M | 0.37% | 39 |
|
|
2023
Q3 | $30M | Sell |
109,726
-4,940
| -4% | -$1.35M | 0.38% | 34 |
|
|
2023
Q2 | $28.2M | Buy |
114,666
+422
| +0.4% | +$104K | 0.34% | 40 |
|
|
2023
Q1 | $26.1M | Sell |
114,244
-7,075
| -6% | -$1.62M | 0.34% | 41 |
|
|
2022
Q4 | $29.1M | Buy |
121,319
+614
| +0.5% | +$147K | 0.38% | 37 |
|
|
2022
Q3 | $19.8M | Buy |
120,705
+2,057
| +2% | +$338K | 0.28% | 57 |
|
|
2022
Q2 | $21.2M | Sell |
118,648
-2,266
| -2% | -$405K | 0.28% | 57 |
|
|
2022
Q1 | $26.9M | Buy |
120,914
+1,407
| +1% | +$314K | 0.29% | 53 |
|
|
2021
Q4 | $24.7M | Buy |
+119,507
| New | +$24.7M | 0.26% | 63 |
|