BBR Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $550K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Buy |
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