Bleakley Financial Group’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
$8.21M Buy
2025
Q1
$6.51M Buy
2024
Q4
$7.02M Buy
2024
Q3
$7.52M Buy
2024
Q2
$6.31M Buy
2024
Q1
$6.88M Buy
2023
Q4
$5.47M Buy
2023
Q3
$5.02M Sell
2023
Q2
$4.95M Buy
2023
Q1
$4.58M Buy
2022
Q4
$4.61M Buy