Blankinship & Foster’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 | $680K | Buy |
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|
2025
Q2 | $548K | Hold |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $512K | Hold |
|
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|
2024
Q3 | $552K | Hold |
|
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|
2024
Q2 | $470K | Hold |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $307K | Hold |
|
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $264K | Hold |
|
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $201K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $200K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $233K | Buy |
|