Beaumont Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
1,975
+23
| +1% | +$8.93K | 0.06% | 176 |
|
|
2025
Q1 | $644K | Sell |
1,952
-27
| -1% | -$8.9K | 0.05% | 194 |
|
|
2024
Q4 | $718K | Buy |
1,979
+242
| +14% | +$87.8K | 0.05% | 181 |
|
|
2024
Q3 | $679K | Buy |
1,737
+4
| +0.2% | +$1.56K | 0.05% | 180 |
|
|
2024
Q2 | $577K | Buy |
1,733
+109
| +7% | +$36.3K | 0.05% | 199 |
|
|
2024
Q1 | $595K | Buy |
1,624
+6
| +0.4% | +$2.2K | 0.05% | 190 |
|
|
2023
Q4 | $478K | Buy |
1,618
+237
| +17% | +$70.1K | 0.04% | 201 |
|
|
2023
Q3 | $377K | Sell |
1,381
-116
| -8% | -$31.7K | 0.04% | 214 |
|
|
2023
Q2 | $368K | Buy |
1,497
+37
| +3% | +$9.1K | 0.03% | 236 |
|
|
2023
Q1 | $334K | Buy |
1,460
+131
| +10% | +$30K | 0.03% | 232 |
|
|
2022
Q4 | $318K | Buy |
1,329
+18
| +1% | +$4.31K | 0.03% | 238 |
|
|
2022
Q3 | $215K | Buy |
1,311
+53
| +4% | +$8.69K | 0.02% | 283 |
|
|
2022
Q2 | $225K | Buy |
1,258
+7
| +0.6% | +$1.25K | 0.02% | 278 |
|
|
2022
Q1 | $279K | Buy |
1,251
+12
| +1% | +$2.68K | 0.02% | 293 |
|
|
2021
Q4 | $256K | Hold |
1,239
| – | – | 0.02% | 301 |
|
|
2021
Q3 | $238K | Sell |
1,239
-10
| -0.8% | -$1.92K | 0.02% | 312 |
|
|
2021
Q2 | $272K | Buy |
1,249
+10
| +0.8% | +$2.18K | 0.02% | 307 |
|
|
2021
Q1 | $287K | Buy |
1,239
+12
| +1% | +$2.78K | 0.02% | 284 |
|
|
2020
Q4 | $223K | Buy |
+1,227
| New | +$223K | 0.02% | 311 |
|
|
2019
Q3 | – | Sell |
-1,707
| Closed | -$233K | – | 275 |
|
|
2019
Q2 | $233K | Buy |
+1,707
| New | +$233K | 0.02% | 224 |
|