Berger Financial Group’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 | $1.5M | Sell |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.41M | Buy |
|
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|
2024
Q3 | $1.5M | Sell |
|
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|
2024
Q2 | $1.3M | Buy |
|
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $560K | Sell |
|
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|
2023
Q2 | $513K | Sell |
|
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|
2023
Q1 | $491K | Buy |
|
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $406K | Buy |
|
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $220K | Buy |
|