Abner Herrman & Brock’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$242K Buy
2019
Q3
Sell
2019
Q2
$5.12M Sell
2019
Q1
$5.38M Sell
2018
Q4
$5.39M Sell
2018
Q3
$8.27M Buy
2018
Q2
$6.05M Buy
2014
Q4
Sell
2014
Q3
$264K Sell
2014
Q2
$326K Buy
2014
Q1
$288K Buy
2013
Q4
$252K Buy
2013
Q3
Sell
2013
Q2
$434K Buy