BOS Asset Management’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 | $2.37M | Buy |
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|
2025
Q1 | $839K | Sell |
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|
2024
Q4 | $930K | Hold |
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|
2024
Q3 | $1M | Hold |
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|
2024
Q2 | $854K | Hold |
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|
2024
Q1 | $939K | Hold |
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|
2023
Q4 | $758K | Hold |
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|
2023
Q3 | $700K | Hold |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $575K | Hold |
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|
2022
Q4 | $602K | Buy |
|