Bleakley Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21M | Buy |
21,148
+1,400
| +7% | +$543K | 0.21% | 91 |
|
|
2025
Q1 | $6.51M | Buy |
19,748
+388
| +2% | +$128K | 0.21% | 93 |
|
|
2024
Q4 | $7.02M | Buy |
19,360
+136
| +0.7% | +$49.3K | 0.21% | 77 |
|
|
2024
Q3 | $7.52M | Buy |
19,224
+281
| +1% | +$110K | 0.23% | 70 |
|
|
2024
Q2 | $6.31M | Buy |
18,943
+160
| +0.9% | +$53.3K | 0.18% | 110 |
|
|
2024
Q1 | $6.88M | Buy |
18,783
+282
| +2% | +$103K | 0.2% | 97 |
|
|
2023
Q4 | $5.47M | Buy |
18,501
+103
| +0.6% | +$30.5K | 0.17% | 111 |
|
|
2023
Q3 | $5.02M | Sell |
18,398
-1,701
| -8% | -$464K | 0.18% | 112 |
|
|
2023
Q2 | $4.95M | Buy |
20,099
+93
| +0.5% | +$22.9K | 0.15% | 121 |
|
|
2023
Q1 | $4.58M | Buy |
20,006
+743
| +4% | +$170K | 0.15% | 120 |
|
|
2022
Q4 | $4.61M | Buy |
+19,263
| New | +$4.61M | 0.17% | 113 |
|