Borer Denton & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+553
| New | +$215K | 0.07% | 57 |
|
|
2025
Q1 | – | Sell |
-553
| Closed | -$201K | – | 60 |
|
|
2024
Q4 | $201K | Hold |
553
| – | – | 0.07% | 60 |
|
|
2024
Q3 | $216K | Buy |
+553
| New | +$216K | 0.07% | 60 |
|
|
2024
Q2 | – | Sell |
-890
| Closed | -$326K | – | 57 |
|
|
2024
Q1 | $326K | Buy |
890
+78
| +10% | +$28.6K | 0.12% | 49 |
|
|
2023
Q4 | $240K | Hold |
812
| – | – | 0.09% | 57 |
|
|
2023
Q3 | $222K | Buy |
+812
| New | +$222K | 0.09% | 59 |
|