Benedict 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
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | $242K | Sell |
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|
2017
Q4 | $289K | Buy |
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|
2017
Q3 | $228K | Sell |
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|
2017
Q2 | $208K | Buy |
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