Boston Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,244
-58
| -2% | -$22.5K | 0.08% | 148 |
|
|
2025
Q1 | $1.09M | Buy |
3,302
+1
| +0% | +$330 | 0.08% | 154 |
|
|
2024
Q4 | $1.2M | Sell |
3,301
-1,201
| -27% | -$436K | 0.08% | 145 |
|
|
2024
Q3 | $1.76M | Sell |
4,502
-150
| -3% | -$58.7K | 0.12% | 118 |
|
|
2024
Q2 | $1.55M | Sell |
4,652
-229
| -5% | -$76.3K | 0.11% | 121 |
|
|
2024
Q1 | $1.79M | Hold |
4,881
| – | – | 0.13% | 118 |
|
|
2023
Q4 | $1.44M | Hold |
4,881
| – | – | 0.11% | 127 |
|
|
2023
Q3 | $1.33M | Buy |
4,881
+1,760
| +56% | +$480K | 0.11% | 128 |
|
|
2023
Q2 | $768K | Sell |
3,121
-1
| -0% | -$246 | 0.06% | 165 |
|
|
2023
Q1 | $714K | Buy |
3,122
+2,050
| +191% | +$469K | 0.06% | 170 |
|
|
2022
Q4 | $257K | Buy |
+1,072
| New | +$257K | 0.02% | 246 |
|
|
2022
Q2 | – | Sell |
-1,072
| Closed | -$239K | – | 271 |
|
|
2022
Q1 | $239K | Buy |
+1,072
| New | +$239K | 0.02% | 266 |
|
|
2021
Q3 | – | Sell |
-922
| Closed | -$201K | – | 282 |
|
|
2021
Q2 | $201K | Buy |
+922
| New | +$201K | 0.01% | 275 |
|