Birch Hill Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Hold |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.58M | Hold |
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|
2024
Q2 | $1.35M | Hold |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.15M | Hold |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $964K | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $691K | Hold |
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|
2022
Q2 | $753K | Hold |
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|
2022
Q1 | $939K | Hold |
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|
2021
Q4 | $871K | Buy |
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|
2021
Q3 | $794K | Hold |
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|
2021
Q2 | $900K | Sell |
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|
2021
Q1 | $964K | Buy |
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|
2020
Q4 | $684K | Hold |
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|
2020
Q3 | $561K | Hold |
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|
2020
Q2 | $476K | Hold |
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|
2020
Q1 | $436K | Hold |
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|
2019
Q4 | $555K | Hold |
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|
2019
Q3 | $475K | Sell |
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|
2019
Q2 | $598K | Hold |
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|
2019
Q1 | $595K | Hold |
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|
2018
Q4 | $558K | Sell |
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|
2018
Q3 | $730K | Buy |
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|
2018
Q2 | $579K | Hold |
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|
2018
Q1 | $629K | Buy |
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|
2017
Q4 | $626K | Hold |
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|
2017
Q3 | $496K | Hold |
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|
2017
Q2 | $427K | Hold |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $313K | Hold |
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|
2016
Q3 | $300K | Hold |
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|
2016
Q2 | $256K | Hold |
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|
2016
Q1 | $258K | Hold |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $286K | Hold |
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|
2015
Q1 | $270K | Sell |
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|
2014
Q4 | $359K | Sell |
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|
2014
Q3 | $392K | Buy |
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|
2014
Q2 | $367K | Hold |
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|
2014
Q1 | $335K | Hold |
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|
2013
Q4 | $306K | Hold |
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|
2013
Q3 | $281K | Sell |
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|
2013
Q2 | $348K | Buy |
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