BFS
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Bard Financial Services’s Caterpillar CAT Stock Holding History

Bard Financial Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.44M Sell
3,015
-75
-2% -$32K 0.16% 103
2025
Q2 		$1.2M Buy
3,090
+1,825
+144% +$608K 0.14% 110
2025
Q1 		$417K Sell
1,265
-95
-7% -$33.8K 0.05% 159
2024
Q4 		$493K Hold
1,360
– – 0.06% 143
2024
Q3 		$532K Sell
1,360
-250
-16% -$86.3K 0.06% 143
2024
Q2 		$536K Hold
1,610
– – 0.06% 149
2024
Q1 		$590K Sell
1,610
-250
-13% -$79.9K 0.06% 143
2023
Q4 		$550K Hold
1,860
– – 0.06% 148
2023
Q3 		$508K Buy
1,860
+125
+7% +$33.9K 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 +$378K 0.04% 212

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