Birchbrook’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Hold |
400
| – | – | 0.08% | 84 |
|
|
2025
Q1 | $132K | Hold |
400
| – | – | 0.07% | 86 |
|
|
2024
Q4 | $145K | Hold |
400
| – | – | 0.08% | 76 |
|
|
2024
Q3 | $156K | Hold |
400
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $133K | Hold |
400
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $147K | Hold |
400
| – | – | 0.09% | 78 |
|
|
2023
Q4 | $118K | Buy |
+400
| New | +$118K | 0.08% | 86 |
|