BIA
Bigelow Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
1,669
+47
| +3% | +$18.2K | 0.29% | 90 |
|
|
2025
Q1 | $535K | Buy |
1,622
+124
| +8% | +$40.9K | 0.25% | 98 |
|
|
2024
Q4 | $543K | Sell |
1,498
-79
| -5% | -$28.7K | 0.26% | 100 |
|
|
2024
Q3 | $617K | Buy |
1,577
+30
| +2% | +$11.7K | 0.28% | 102 |
|
|
2024
Q2 | $515K | Sell |
1,547
-4
| -0.3% | -$1.33K | 0.25% | 106 |
|
|
2024
Q1 | $568K | Buy |
1,551
+24
| +2% | +$8.79K | 0.28% | 98 |
|
|
2023
Q4 | $451K | Buy |
1,527
+27
| +2% | +$7.98K | 0.24% | 102 |
|
|
2023
Q3 | $410K | Hold |
1,500
| – | – | 0.24% | 103 |
|
|
2023
Q2 | $369K | Buy |
1,500
+79
| +6% | +$19.4K | 0.2% | 114 |
|
|
2023
Q1 | $325K | Sell |
1,421
-4
| -0.3% | -$915 | 0.19% | 120 |
|
|
2022
Q4 | $341K | Sell |
1,425
-186
| -12% | -$44.6K | 0.2% | 119 |
|
|
2022
Q3 | $264K | Buy |
1,611
+279
| +21% | +$45.7K | 0.16% | 122 |
|
|
2022
Q2 | $238K | Buy |
1,332
+227
| +21% | +$40.6K | 0.13% | 130 |
|
|
2022
Q1 | $246K | Buy |
+1,105
| New | +$246K | 0.11% | 134 |
|
|
2021
Q3 | – | Sell |
-1,013
| Closed | -$220K | – | 142 |
|
|
2021
Q2 | $220K | Buy |
1,013
+25
| +3% | +$5.43K | 0.11% | 136 |
|
|
2021
Q1 | $229K | Sell |
988
-265
| -21% | -$61.4K | 0.12% | 132 |
|
|
2020
Q4 | $228K | Buy |
+1,253
| New | +$228K | 0.12% | 132 |
|
|
2018
Q4 | – | Sell |
-1,410
| Closed | -$215K | – | 149 |
|
|
2018
Q3 | $215K | Buy |
+1,410
| New | +$215K | 0.14% | 146 |
|