Boit C.F. David’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 | $7.57M | Hold |
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|
2025
Q1 | $6.43M | Hold |
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|
2024
Q4 | $7.07M | Sell |
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|
2024
Q3 | $8.43M | Hold |
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|
2024
Q2 | $7.13M | Hold |
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|
2024
Q1 | $7.08M | Sell |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $5.54M | Hold |
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|
2023
Q2 | $5.02M | Hold |
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|
2023
Q1 | $4.58M | Hold |
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|
2022
Q4 | $4.89M | Hold |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q1 | $4.55M | Sell |
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|
2021
Q4 | $4.36M | Hold |
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|
2021
Q3 | $4.1M | Hold |
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|
2021
Q2 | $4.59M | Buy |
|