BCM
BluePath Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
3,657
+97
| +3% | +$37.7K | 0.69% | 44 |
|
|
2025
Q1 | $1.17M | Buy |
3,560
+504
| +16% | +$166K | 0.68% | 32 |
|
|
2024
Q4 | $1.11M | Buy |
3,056
+592
| +24% | +$215K | 0.6% | 41 |
|
|
2024
Q3 | $964K | Buy |
2,464
+448
| +22% | +$175K | 0.6% | 35 |
|
|
2024
Q2 | $671K | Buy |
2,016
+560
| +38% | +$187K | 0.47% | 64 |
|
|
2024
Q1 | $533K | Buy |
1,456
+279
| +24% | +$102K | 0.4% | 63 |
|
|
2023
Q4 | $345K | Buy |
1,177
+117
| +11% | +$34.3K | 0.29% | 78 |
|
|
2023
Q3 | $289K | Buy |
+1,060
| New | +$289K | 0.27% | 73 |
|