B&D White Capital Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,500
| Closed | -$1.15M | – | 80 |
|
|
2025
Q1 | $1.15M | Buy |
+3,500
| New | +$1.15M | 0.17% | 45 |
|
|
2022
Q4 | – | Sell |
-10,100
| Closed | -$1.66M | – | 71 |
|
|
2022
Q3 | $1.66M | Buy |
10,100
+6,900
| +216% | +$1.13M | 0.62% | 27 |
|
|
2022
Q2 | $572K | Buy |
+3,200
| New | +$572K | 0.24% | 38 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$4K | – | 50 |
|
|
2020
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 73 |
|