Bender Robert & Associates’s Caterpillar CAT Stock Holding History

Bender Robert & Associates’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Sell	1,024 -40	-4%	-$15.5K	0.09%	34
2025 Q1	$351K	Sell	1,064 -20	-2%	-$6.6K	0.09%	34
2024 Q4	$393K	Sell	1,084 -5	-0.5%	-$1.82K	0.1%	35
2024 Q3	$426K	Buy	+1,089	New	+$426K	0.09%	34
2024 Q2	–	Sell	-1,339	Closed	-$491K	–	11
2024 Q1	$491K	Sell	1,339 -75	-5%	-$27.5K	0.12%	38
2023 Q4	$418K	Sell	1,414 -8	-0.6%	-$2.37K	0.11%	39
2023 Q3	$388K	Hold	1,422	–	–	0.11%	40
2023 Q2	$350K	Sell	1,422 -195	-12%	-$48K	0.1%	41
2023 Q1	$370K	Hold	1,617	–	–	0.11%	43
2022 Q4	$387K	Hold	1,617	–	–	0.14%	42
2022 Q3	$265K	Hold	1,617	–	–	0.1%	45
2022 Q2	$289K	Sell	1,617 -55	-3%	-$9.83K	0.11%	45
2022 Q1	$373K	Sell	1,672 -25	-1%	-$5.58K	0.11%	42
2021 Q4	$326K	Hold	1,697	–	–	0.09%	43
2021 Q3	$326K	Hold	1,697	–	–	0.09%	45
2021 Q2	$369K	Hold	1,697	–	–	0.1%	45
2021 Q1	$393K	Hold	1,697	–	–	0.13%	44
2020 Q4	$309K	Hold	1,697	–	–	0.1%	44
2020 Q3	$253K	Sell	1,697 -30	-2%	-$4.47K	0.09%	44
2020 Q2	$218K	Sell	1,727 -112	-6%	-$14.1K	0.09%	43
2020 Q1	$213K	Hold	1,839	–	–	0.11%	45
2019 Q4	$272K	Sell	1,839 -135	-7%	-$20K	0.12%	44
2019 Q3	$249K	Hold	1,974	–	–	0.12%	46
2019 Q2	$262K	Hold	1,974	–	–	0.12%	44
2019 Q1	$267K	Buy	1,974 +25	+1%	+$3.38K	0.13%	44
2018 Q4	$248K	Hold	1,949	–	–	0.14%	44
2018 Q3	$297K	Hold	1,949	–	–	0.14%	43
2018 Q2	$264K	Buy	1,949 +20	+1%	+$2.71K	0.14%	45
2018 Q1	$284K	Buy	1,929 +515	+36%	+$75.8K	0.16%	44
2017 Q4	$223K	Buy	+1,414	New	+$223K	0.12%	47
2015 Q3	–	Sell	-2,382	Closed	-$202K	–	50
2015 Q2	$202K	Buy	+2,382	New	+$202K	0.12%	54
2015 Q1	–	Sell	-2,407	Closed	-$220K	–	58
2014 Q4	$220K	Buy	2,407 +205	+9%	+$18.7K	0.14%	53
2014 Q3	$218K	Sell	2,202 -22	-1%	-$2.18K	0.15%	55
2014 Q2	$242K	Buy	2,224 +20	+0.9%	+$2.18K	0.17%	54
2014 Q1	$219	Buy	+2,204	New	+$219	0.15%	56