BFA
Benedict Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
5,171
+81
| +2% | +$31.4K | 0.45% | 75 |
|
|
2025
Q1 | $1.68M | Sell |
5,090
-103
| -2% | -$34K | 0.39% | 82 |
|
|
2024
Q4 | $1.88M | Sell |
5,193
-28
| -0.5% | -$10.2K | 0.46% | 77 |
|
|
2024
Q3 | $2.04M | Sell |
5,221
-601
| -10% | -$235K | 0.48% | 75 |
|
|
2024
Q2 | $1.94M | Sell |
5,822
-12
| -0.2% | -$4K | 0.49% | 72 |
|
|
2024
Q1 | $2.14M | Sell |
5,834
-3
| -0.1% | -$1.1K | 0.54% | 70 |
|
|
2023
Q4 | $1.73M | Sell |
5,837
-196
| -3% | -$58K | 0.47% | 76 |
|
|
2023
Q3 | $1.65M | Buy |
6,033
+20
| +0.3% | +$5.46K | 0.48% | 76 |
|
|
2023
Q2 | $1.48M | Buy |
6,013
+201
| +3% | +$49.5K | 0.41% | 82 |
|
|
2023
Q1 | $1.33M | Buy |
5,812
+4,524
| +351% | +$1.04M | 0.37% | 85 |
|
|
2022
Q4 | $309K | Buy |
1,288
+2
| +0.2% | +$479 | 0.09% | 106 |
|
|
2022
Q3 | $211K | Sell |
1,286
-414
| -24% | -$67.9K | 0.07% | 115 |
|
|
2022
Q2 | $304K | Sell |
1,700
-84
| -5% | -$15K | 0.09% | 109 |
|
|
2022
Q1 | $397K | Sell |
1,784
-56
| -3% | -$12.5K | 0.11% | 105 |
|
|
2021
Q4 | $380K | Buy |
1,840
+215
| +13% | +$44.4K | 0.1% | 109 |
|
|
2021
Q3 | $312K | Buy |
1,625
+414
| +34% | +$79.5K | 0.09% | 112 |
|
|
2021
Q2 | $264K | Sell |
1,211
-87
| -7% | -$19K | 0.07% | 120 |
|
|
2021
Q1 | $301K | Buy |
1,298
+2
| +0.2% | +$464 | 0.09% | 111 |
|
|
2020
Q4 | $236K | Buy |
+1,296
| New | +$236K | 0.09% | 99 |
|
|
2020
Q1 | – | Sell |
-1,449
| Closed | -$214K | – | 98 |
|
|
2019
Q4 | $214K | Buy |
+1,449
| New | +$214K | 0.08% | 102 |
|
|
2019
Q3 | – | Sell |
-1,959
| Closed | -$267K | – | 103 |
|
|
2019
Q2 | $267K | Buy |
1,959
+18
| +0.9% | +$2.45K | 0.11% | 95 |
|
|
2019
Q1 | $263K | Buy |
+1,941
| New | +$263K | 0.11% | 95 |
|
|
2018
Q4 | – | Sell |
-1,561
| Closed | -$238K | – | 105 |
|
|
2018
Q3 | $238K | Sell |
1,561
-85
| -5% | -$13K | 0.11% | 101 |
|
|
2018
Q2 | $223K | Buy |
1,646
+6
| +0.4% | +$813 | 0.11% | 98 |
|
|
2018
Q1 | $242K | Sell |
1,640
-194
| -11% | -$28.6K | 0.12% | 97 |
|
|
2017
Q4 | $289K | Buy |
1,834
+7
| +0.4% | +$1.1K | 0.14% | 94 |
|
|
2017
Q3 | $228K | Sell |
1,827
-127
| -6% | -$15.8K | 0.12% | 103 |
|
|
2017
Q2 | $208K | Buy |
+1,954
| New | +$208K | 0.11% | 103 |
|