BNC Wealth Management’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 | $5.86M | Buy |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.56M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $3.1M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $101K | Buy |
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