Beaumont Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $918K | Sell |
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|
2025
Q2 | $767K | Buy |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $223K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $233K | Buy |
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