BCFD
Boit C.F. David’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57M | Hold |
19,500
| – | – | 3.64% | 6 |
|
|
2025
Q1 | $6.43M | Hold |
19,500
| – | – | 3.23% | 7 |
|
|
2024
Q4 | $7.07M | Sell |
19,500
-1,900
| -9% | -$689K | 2.88% | 7 |
|
|
2024
Q3 | $8.43M | Hold |
21,400
| – | – | 4.18% | 4 |
|
|
2024
Q2 | $7.13M | Hold |
21,400
| – | – | 3.71% | 5 |
|
|
2024
Q1 | $7.08M | Sell |
21,400
-1,000
| -4% | -$331K | 3.87% | 6 |
|
|
2023
Q4 | $6.37M | Buy |
22,400
+2,000
| +10% | +$569K | 3.6% | 7 |
|
|
2023
Q3 | $5.54M | Hold |
20,400
| – | – | 3.79% | 6 |
|
|
2023
Q2 | $5.02M | Hold |
20,400
| – | – | 3.33% | 8 |
|
|
2023
Q1 | $4.58M | Hold |
20,400
| – | – | 3.13% | 9 |
|
|
2022
Q4 | $4.89M | Hold |
20,400
| – | – | 3.48% | 9 |
|
|
2022
Q3 | $3.35M | Buy |
+20,400
| New | +$3.35M | 2.72% | 10 |
|
|
2022
Q1 | $4.55M | Sell |
20,400
-700
| -3% | -$156K | 2.99% | 9 |
|
|
2021
Q4 | $4.36M | Hold |
21,100
| – | – | 2.77% | 13 |
|
|
2021
Q3 | $4.1M | Hold |
21,100
| – | – | 2.81% | 12 |
|
|
2021
Q2 | $4.59M | Buy |
+21,100
| New | +$4.59M | 3.5% | 7 |
|