Biltmore Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Hold |
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|
2025
Q1 | $1.99M | Hold |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.39M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $1.61M | Hold |
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|
2023
Q4 | $1.3M | Hold |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $724K | Hold |
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|
2022
Q2 | $789K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $847K | Hold |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $1.02M | Hold |
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|
2020
Q4 | $803K | Sell |
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|
2020
Q3 | $703K | Hold |
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|
2020
Q2 | $596K | Hold |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $632K | Sell |
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|
2019
Q2 | $683K | Hold |
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|
2019
Q1 | $679K | Hold |
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|
2018
Q4 | $637K | Buy |
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|
2018
Q3 | $762K | Hold |
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|
2018
Q2 | $678K | Sell |
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|
2018
Q1 | $884K | Buy |
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|
2017
Q4 | $788K | Buy |
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