BFC
Bedel Financial Consulting’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
1,923
-25
| -1% | -$9.71K | 0.1% | 111 |
|
|
2025
Q1 | $625K | Buy |
1,948
+48
| +3% | +$15.4K | 0.09% | 124 |
|
|
2024
Q4 | $682K | Buy |
1,900
+15
| +0.8% | +$5.38K | 0.09% | 120 |
|
|
2024
Q3 | $737K | Sell |
1,885
-32
| -2% | -$12.5K | 0.1% | 103 |
|
|
2024
Q2 | $639K | Buy |
1,917
+10
| +0.5% | +$3.33K | 0.09% | 116 |
|
|
2024
Q1 | $699K | Buy |
1,907
+89
| +5% | +$32.6K | 0.11% | 99 |
|
|
2023
Q4 | $537K | Sell |
1,818
-69
| -4% | -$20.4K | 0.1% | 122 |
|
|
2023
Q3 | $515K | Buy |
1,887
+69
| +4% | +$18.8K | 0.1% | 119 |
|
|
2023
Q2 | $447K | Buy |
1,818
+33
| +2% | +$8.12K | 0.09% | 129 |
|
|
2023
Q1 | $409K | Sell |
1,785
-56
| -3% | -$12.8K | 0.1% | 131 |
|
|
2022
Q4 | $441K | Sell |
1,841
-220
| -11% | -$52.7K | 0.11% | 121 |
|
|
2022
Q3 | $471K | Buy |
2,061
+511
| +33% | +$117K | 0.12% | 113 |
|
|
2022
Q2 | $277K | Buy |
1,550
+2
| +0.1% | +$357 | 0.08% | 153 |
|
|
2022
Q1 | $345K | Buy |
1,548
+80
| +5% | +$17.8K | 0.11% | 129 |
|
|
2021
Q4 | $303K | Buy |
1,468
+91
| +7% | +$18.8K | 0.09% | 145 |
|
|
2021
Q3 | $264K | Buy |
1,377
+11
| +0.8% | +$2.11K | 0.09% | 153 |
|
|
2021
Q2 | $297K | Buy |
1,366
+267
| +24% | +$58.1K | 0.1% | 142 |
|
|
2021
Q1 | $255K | Buy |
1,099
+20
| +2% | +$4.64K | 0.1% | 150 |
|
|
2020
Q4 | $196K | Sell |
1,079
-248
| -19% | -$45K | 0.09% | 152 |
|
|
2020
Q3 | $198K | Sell |
1,327
-18
| -1% | -$2.69K | 0.1% | 142 |
|
|
2020
Q2 | $170K | Sell |
1,345
-338
| -20% | -$42.7K | 0.09% | 144 |
|
|
2020
Q1 | $195K | Buy |
1,683
+249
| +17% | +$28.9K | 0.13% | 119 |
|
|
2019
Q4 | $212K | Buy |
1,434
+1
| +0.1% | +$148 | 0.12% | 137 |
|
|
2019
Q3 | $181K | Buy |
1,433
+32
| +2% | +$4.04K | 0.11% | 148 |
|
|
2019
Q2 | $191K | Buy |
1,401
+69
| +5% | +$9.41K | 0.12% | 142 |
|
|
2019
Q1 | $180K | Sell |
1,332
-9
| -0.7% | -$1.22K | 0.11% | 137 |
|
|
2018
Q4 | $170K | Buy |
1,341
+46
| +4% | +$5.83K | 0.12% | 134 |
|
|
2018
Q3 | $186K | Sell |
1,295
-70
| -5% | -$10.1K | 0.12% | 141 |
|
|
2018
Q2 | $185K | Sell |
1,365
-405
| -23% | -$54.9K | 0.14% | 143 |
|
|
2018
Q1 | $261K | Buy |
1,770
+495
| +39% | +$73K | 0.2% | 111 |
|
|
2017
Q4 | $201K | Buy |
+1,275
| New | +$201K | 0.18% | 127 |
|