BAM
Berkshire Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
3,915
| – | – | 0.07% | 123 |
|
|
2025
Q1 | $1.27M | Buy |
3,915
+402
| +11% | +$130K | 0.06% | 131 |
|
|
2024
Q4 | $1.43M | Sell |
3,513
-50
| -1% | -$20.4K | 0.07% | 127 |
|
|
2024
Q3 | $1.19M | Hold |
3,563
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $1.19M | Buy |
3,563
+655
| +23% | +$218K | 0.06% | 127 |
|
|
2024
Q1 | $1.07M | Sell |
2,908
-293
| -9% | -$107K | 0.06% | 122 |
|
|
2023
Q4 | $946K | Buy |
3,201
+63
| +2% | +$18.6K | 0.05% | 124 |
|
|
2023
Q3 | $857K | Buy |
3,138
+307
| +11% | +$83.8K | 0.05% | 124 |
|
|
2023
Q2 | $697K | Sell |
2,831
-138
| -5% | -$34K | 0.04% | 129 |
|
|
2023
Q1 | $679K | Buy |
+2,969
| New | +$679K | 0.04% | 128 |
|
|
2022
Q4 | – | Sell |
-3,083
| Closed | -$506K | – | 154 |
|
|
2022
Q3 | $506K | Buy |
3,083
+1,660
| +117% | +$272K | 0.04% | 133 |
|
|
2022
Q2 | $254K | Buy |
1,423
+165
| +13% | +$29.5K | 0.02% | 197 |
|
|
2022
Q1 | $280K | Buy |
1,258
+217
| +21% | +$48.3K | 0.02% | 181 |
|
|
2021
Q4 | $215K | Buy |
+1,041
| New | +$215K | 0.01% | 228 |
|
|
2021
Q3 | – | Sell |
-1,006
| Closed | -$219K | – | 242 |
|
|
2021
Q2 | $219K | Sell |
1,006
-1
| -0.1% | -$218 | 0.01% | 221 |
|
|
2021
Q1 | $233K | Sell |
1,007
-316
| -24% | -$73.1K | 0.02% | 210 |
|
|
2020
Q4 | $241K | Buy |
+1,323
| New | +$241K | 0.02% | 199 |
|
|
2018
Q3 | – | Sell |
-2,097
| Closed | -$285K | – | 226 |
|
|
2018
Q2 | $285K | Buy |
2,097
+335
| +19% | +$45.5K | 0.03% | 176 |
|
|
2018
Q1 | $260K | Buy |
+1,762
| New | +$260K | 0.03% | 180 |
|