BB
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Berkshire Bank’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.81M Sell
7,246
-110
-1% -$42.7K 0.64% 40
2025
Q1
$2.43M Sell
7,356
-146
-2% -$48.2K 0.59% 42
2024
Q4
$2.72M Sell
7,502
-160
-2% -$58K 0.63% 40
2024
Q3
$3M Sell
7,662
-353
-4% -$138K 0.7% 36
2024
Q2
$2.67M Sell
8,015
-377
-4% -$126K 0.67% 38
2024
Q1
$3.08M Sell
8,392
-542
-6% -$199K 0.76% 34
2023
Q4
$2.64M Sell
8,934
-624
-7% -$184K 0.7% 36
2023
Q3
$2.61M Buy
9,558
+48
+0.5% +$13.1K 0.75% 36
2023
Q2
$2.34M Sell
9,510
-72
-0.8% -$17.7K 0.65% 39
2023
Q1
$2.19M Sell
9,582
-207
-2% -$47.4K 0.65% 39
2022
Q4
$2.35M Sell
9,789
-573
-6% -$137K 0.72% 37
2022
Q3
$1.7M Buy
10,362
+56
+0.5% +$9.19K 0.52% 49
2022
Q2
$1.84M Buy
10,306
+148
+1% +$26.5K 0.54% 50
2022
Q1
$2.26M Buy
10,158
+4,419
+77% +$985K 0.54% 47
2021
Q4
$1.19M Buy
5,739
+3,629
+172% +$751K 0.26% 65
2021
Q3
$405K Sell
2,110
-15
-0.7% -$2.88K 0.1% 103
2021
Q2
$463K Sell
2,125
-50
-2% -$10.9K 0.11% 100
2021
Q1
$505K Hold
2,175
0.13% 98
2020
Q4
$396K Sell
2,175
-140
-6% -$25.5K 0.1% 103
2020
Q3
$345K Buy
+2,315
New +$345K 0.09% 110