Bordeaux Wealth Advisors’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 | $953K | Sell |
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|
2025
Q1 | $821K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $626K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $544K | Hold |
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|
2021
Q1 | $580K | Hold |
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|
2020
Q4 | $455K | Buy |
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