Berger Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
3,281
-256
| -7% | -$99.4K | 0.08% | 168 |
|
|
2025
Q1 | $1.17M | Sell |
3,537
-354
| -9% | -$117K | 0.08% | 170 |
|
|
2024
Q4 | $1.41M | Buy |
3,891
+43
| +1% | +$15.6K | 0.1% | 152 |
|
|
2024
Q3 | $1.5M | Sell |
3,848
-59
| -2% | -$23.1K | 0.11% | 139 |
|
|
2024
Q2 | $1.3M | Buy |
3,907
+221
| +6% | +$73.6K | 0.1% | 135 |
|
|
2024
Q1 | $1.35M | Buy |
3,686
+1,734
| +89% | +$635K | 0.11% | 128 |
|
|
2023
Q4 | $577K | Sell |
1,952
-98
| -5% | -$29K | 0.06% | 156 |
|
|
2023
Q3 | $560K | Sell |
2,050
-36
| -2% | -$9.83K | 0.06% | 149 |
|
|
2023
Q2 | $513K | Sell |
2,086
-59
| -3% | -$14.5K | 0.06% | 154 |
|
|
2023
Q1 | $491K | Buy |
2,145
+4
| +0.2% | +$915 | 0.06% | 152 |
|
|
2022
Q4 | $513K | Sell |
2,141
-38
| -2% | -$9.11K | 0.07% | 147 |
|
|
2022
Q3 | $357K | Sell |
2,179
-94
| -4% | -$15.4K | 0.05% | 165 |
|
|
2022
Q2 | $406K | Buy |
2,273
+187
| +9% | +$33.4K | 0.06% | 152 |
|
|
2022
Q1 | $465K | Buy |
2,086
+217
| +12% | +$48.4K | 0.06% | 154 |
|
|
2021
Q4 | $386K | Buy |
1,869
+543
| +41% | +$112K | 0.05% | 178 |
|
|
2021
Q3 | $255K | Hold |
1,326
| – | – | 0.05% | 176 |
|
|
2021
Q2 | $289K | Buy |
1,326
+15
| +1% | +$3.27K | 0.05% | 161 |
|
|
2021
Q1 | $304K | Buy |
1,311
+105
| +9% | +$24.3K | 0.07% | 147 |
|
|
2020
Q4 | $220K | Buy |
+1,206
| New | +$220K | 0.04% | 193 |
|