BFSG LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
290
-6
| -2% | -$2.33K | 0.01% | 314 |
|
|
2025
Q1 | $97.6K | Sell |
296
-7
| -2% | -$2.31K | 0.01% | 318 |
|
|
2024
Q4 | $110K | Sell |
303
-14
| -4% | -$5.08K | 0.01% | 303 |
|
|
2024
Q3 | $124K | Buy |
317
+42
| +15% | +$16.4K | 0.01% | 300 |
|
|
2024
Q2 | $91.6K | Sell |
275
-401
| -59% | -$134K | 0.01% | 318 |
|
|
2024
Q1 | $248K | Buy |
676
+401
| +146% | +$147K | 0.03% | 214 |
|
|
2023
Q4 | $81.3K | Buy |
+275
| New | +$81.3K | 0.01% | 314 |
|
|
2023
Q2 | – | Sell |
-3,799
| Closed | -$869K | – | 212 |
|
|
2023
Q1 | $869K | Buy |
+3,799
| New | +$869K | 0.16% | 135 |
|
|
2019
Q4 | – | Sell |
-14,825
| Closed | -$1.78M | – | 201 |
|
|
2019
Q3 | $1.78M | Buy |
+14,825
| New | +$1.78M | 0.39% | 76 |
|
|
2018
Q1 | – | Sell |
-2,168
| Closed | -$342K | – | 152 |
|
|
2017
Q4 | $342K | Buy |
+2,168
| New | +$342K | 0.14% | 96 |
|