Bellevue Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Hold |
106
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $35.1K | Hold |
106
| – | – | 0.02% | 184 |
|
|
2024
Q4 | $38.6K | Hold |
106
| – | – | 0.02% | 183 |
|
|
2024
Q3 | $41.6K | Hold |
106
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $35.4K | Hold |
106
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $38.8K | Sell |
106
-19
| -15% | -$6.96K | 0.02% | 175 |
|
|
2023
Q4 | $37.1K | Buy |
125
+1
| +0.8% | +$297 | 0.03% | 171 |
|
|
2023
Q3 | $34.1K | Hold |
124
| – | – | 0.02% | 173 |
|
|
2023
Q2 | $30.6K | Buy |
124
+1
| +0.8% | +$247 | 0.02% | 190 |
|
|
2023
Q1 | $28.4K | Hold |
123
| – | – | 0.02% | 195 |
|
|
2022
Q4 | $29.4K | Buy |
123
+1
| +0.8% | +$239 | 0.02% | 195 |
|
|
2022
Q3 | $21K | Buy |
122
+20
| +20% | +$3.44K | 0.02% | 232 |
|
|
2022
Q2 | $18K | Buy |
102
+1
| +1% | +$176 | 0.01% | 249 |
|
|
2022
Q1 | $23K | Hold |
101
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $21K | Buy |
101
+1
| +1% | +$208 | 0.01% | 271 |
|
|
2021
Q3 | $20K | Hold |
100
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $22K | Sell |
100
-83
| -45% | -$18.3K | 0.01% | 276 |
|
|
2021
Q1 | $43K | Hold |
183
| – | – | 0.03% | 190 |
|
|
2020
Q4 | $34K | Hold |
183
| – | – | 0.02% | 214 |
|
|
2020
Q3 | $27K | Sell |
183
-10
| -5% | -$1.48K | 0.02% | 227 |
|
|
2020
Q2 | $24K | Buy |
193
+8
| +4% | +$995 | 0.02% | 241 |
|
|
2020
Q1 | $21K | Buy |
+185
| New | +$21K | 0.02% | 260 |
|