BFS
Bard Financial Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
3,090
+1,825
| +144% | +$708K | 0.14% | 110 |
|
|
2025
Q1 | $417K | Sell |
1,265
-95
| -7% | -$31.3K | 0.05% | 159 |
|
|
2024
Q4 | $493K | Hold |
1,360
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $532K | Sell |
1,360
-250
| -16% | -$97.8K | 0.06% | 143 |
|
|
2024
Q2 | $536K | Hold |
1,610
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $590K | Sell |
1,610
-250
| -13% | -$91.6K | 0.06% | 143 |
|
|
2023
Q4 | $550K | Hold |
1,860
| – | – | 0.06% | 148 |
|
|
2023
Q3 | $508K | Buy |
1,860
+125
| +7% | +$34.1K | 0.06% | 145 |
|
|
2023
Q2 | $427K | Hold |
1,735
| – | – | 0.03% | 227 |
|
|
2023
Q1 | $397K | Hold |
1,735
| – | – | 0.03% | 228 |
|
|
2022
Q4 | $416K | Buy |
+1,735
| New | +$416K | 0.04% | 212 |
|