BAM
BOS Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
6,107
+3,562
| +140% | +$1.38M | 0.76% | 32 |
|
|
2025
Q1 | $839K | Sell |
2,545
-18
| -0.7% | -$5.94K | 0.29% | 61 |
|
|
2024
Q4 | $930K | Hold |
2,563
| – | – | 0.33% | 53 |
|
|
2024
Q3 | $1M | Hold |
2,563
| – | – | 0.37% | 49 |
|
|
2024
Q2 | $854K | Hold |
2,563
| – | – | 0.39% | 49 |
|
|
2024
Q1 | $939K | Hold |
2,563
| – | – | 0.49% | 45 |
|
|
2023
Q4 | $758K | Hold |
2,563
| – | – | 0.52% | 45 |
|
|
2023
Q3 | $700K | Hold |
2,563
| – | – | 0.51% | 52 |
|
|
2023
Q2 | $631K | Buy |
2,563
+50
| +2% | +$12.3K | 0.49% | 51 |
|
|
2023
Q1 | $575K | Hold |
2,513
| – | – | 0.48% | 52 |
|
|
2022
Q4 | $602K | Buy |
+2,513
| New | +$602K | 0.54% | 47 |
|