Benjamin Edwards Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.8M | Buy |
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|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $984K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $997K | Buy |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $663K | Buy |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $47K | Buy |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $574K | Sell |
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|
2020
Q4 | $703K | Sell |
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|
2020
Q3 | $658K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $21K | Buy |
|