Birch Hill Investment Advisors’s Caterpillar CAT Stock Holding History

Birch Hill Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Sell	4,044 -54	-1%	-$21K	0.07%	93
2025 Q1	$1.35M	Sell	4,098 -21	-0.5%	-$6.93K	0.06%	98
2024 Q4	$1.49M	Buy	4,119 +75	+2%	+$27.2K	0.07%	95
2024 Q3	$1.58M	Hold	4,044	–	–	0.07%	93
2024 Q2	$1.35M	Hold	4,044	–	–	0.07%	95
2024 Q1	$1.48M	Sell	4,044 -165	-4%	-$60.5K	0.07%	94
2023 Q4	$1.24M	Sell	4,209 -5	-0.1%	-$1.48K	0.07%	93
2023 Q3	$1.15M	Hold	4,214	–	–	0.07%	90
2023 Q2	$1.04M	Hold	4,214	–	–	0.06%	96
2023 Q1	$964K	Hold	4,214	–	–	0.06%	98
2022 Q4	$1.01M	Hold	4,214	–	–	0.06%	93
2022 Q3	$691K	Hold	4,214	–	–	0.05%	101
2022 Q2	$753K	Hold	4,214	–	–	0.05%	101
2022 Q1	$939K	Hold	4,214	–	–	0.05%	103
2021 Q4	$871K	Buy	4,214 +80	+2%	+$16.5K	0.04%	104
2021 Q3	$794K	Hold	4,134	–	–	0.04%	106
2021 Q2	$900K	Sell	4,134 -25	-0.6%	-$5.44K	0.05%	99
2021 Q1	$964K	Buy	4,159 +400	+11%	+$92.7K	0.05%	94
2020 Q4	$684K	Hold	3,759	–	–	0.04%	101
2020 Q3	$561K	Hold	3,759	–	–	0.04%	101
2020 Q2	$476K	Hold	3,759	–	–	0.03%	102
2020 Q1	$436K	Hold	3,759	–	–	0.04%	100
2019 Q4	$555K	Hold	3,759	–	–	0.04%	105
2019 Q3	$475K	Sell	3,759 -629	-14%	-$79.5K	0.03%	108
2019 Q2	$598K	Hold	4,388	–	–	0.04%	103
2019 Q1	$595K	Hold	4,388	–	–	0.05%	102
2018 Q4	$558K	Sell	4,388 -400	-8%	-$50.9K	0.05%	102
2018 Q3	$730K	Buy	4,788 +518	+12%	+$79K	0.05%	101
2018 Q2	$579K	Hold	4,270	–	–	0.05%	106
2018 Q1	$629K	Buy	4,270 +296	+7%	+$43.6K	0.05%	96
2017 Q4	$626K	Hold	3,974	–	–	0.05%	95
2017 Q3	$496K	Hold	3,974	–	–	0.04%	102
2017 Q2	$427K	Hold	3,974	–	–	0.04%	103
2017 Q1	$369K	Buy	3,974 +600	+18%	+$55.7K	0.03%	110
2016 Q4	$313K	Hold	3,374	–	–	0.03%	113
2016 Q3	$300K	Hold	3,374	–	–	0.03%	113
2016 Q2	$256K	Hold	3,374	–	–	0.03%	120
2016 Q1	$258K	Hold	3,374	–	–	0.03%	117
2015 Q4	$229K	Hold	3,374	–	–	0.02%	124
2015 Q3	$221K	Hold	3,374	–	–	0.02%	129
2015 Q2	$286K	Hold	3,374	–	–	0.03%	122
2015 Q1	$270K	Sell	3,374 -550	-14%	-$44K	0.03%	125
2014 Q4	$359K	Sell	3,924 -35	-0.9%	-$3.2K	0.04%	115
2014 Q3	$392K	Buy	3,959 +585	+17%	+$57.9K	0.04%	108
2014 Q2	$367K	Hold	3,374	–	–	0.04%	107
2014 Q1	$335K	Hold	3,374	–	–	0.04%	115
2013 Q4	$306K	Hold	3,374	–	–	0.03%	122
2013 Q3	$281K	Sell	3,374 -850	-20%	-$70.8K	0.03%	121
2013 Q2	$348K	Buy	+4,224	New	+$348K	0.04%	111