Boston Research & Management’s Caterpillar CAT Stock Holding History

Boston Research & Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Hold	3,542	–	–	0.33%	65
2025 Q1	$1.17M	Hold	3,542	–	–	0.29%	67
2024 Q4	$1.28M	Hold	3,542	–	–	0.32%	67
2024 Q3	$1.39M	Hold	3,542	–	–	0.33%	67
2024 Q2	$1.18M	Hold	3,542	–	–	0.3%	71
2024 Q1	$1.3M	Hold	3,542	–	–	0.32%	68
2023 Q4	$1.05M	Hold	3,542	–	–	0.28%	72
2023 Q3	$966K	Hold	3,542	–	–	0.29%	70
2023 Q2	$871K	Hold	3,542	–	–	0.25%	72
2023 Q1	$810K	Hold	3,542	–	–	0.24%	72
2022 Q4	$848K	Hold	3,542	–	–	0.26%	72
2022 Q3	$581K	Hold	3,542	–	–	0.2%	75
2022 Q2	$633K	Hold	3,542	–	–	0.21%	76
2022 Q1	$789K	Hold	3,542	–	–	0.23%	72
2021 Q4	$732K	Hold	3,542	–	–	0.2%	74
2021 Q3	$679K	Hold	3,542	–	–	0.2%	75
2021 Q2	$770K	Hold	3,542	–	–	0.23%	72
2021 Q1	$821K	Sell	3,542 -115	-3%	-$26.7K	0.26%	69
2020 Q4	$665K	Sell	3,657 -15	-0.4%	-$2.73K	0.23%	71
2020 Q3	$547K	Buy	3,672 +250	+7%	+$37.2K	0.21%	72
2020 Q2	$432K	Hold	3,422	–	–	0.18%	78
2020 Q1	$397K	Hold	3,422	–	–	0.2%	73
2019 Q4	$505K	Hold	3,422	–	–	0.19%	78
2019 Q3	$432K	Hold	3,422	–	–	0.17%	80
2019 Q2	$466K	Buy	3,422 +140	+4%	+$19.1K	0.19%	80
2019 Q1	$444K	Hold	3,282	–	–	0.19%	81
2018 Q4	$417K	Hold	3,282	–	–	0.2%	80
2018 Q3	$500K	Hold	3,282	–	–	0.23%	76
2018 Q2	$445K	Hold	3,282	–	–	0.22%	74
2018 Q1	$483K	Sell	3,282 -50	-2%	-$7.36K	0.25%	73
2017 Q4	$525K	Hold	3,332	–	–	0.26%	71
2017 Q3	$415K	Hold	3,332	–	–	0.21%	77
2017 Q2	$358K	Hold	3,332	–	–	0.19%	79
2017 Q1	$309K	Hold	3,332	–	–	0.17%	82
2016 Q4	$309K	Hold	3,332	–	–	0.18%	84
2016 Q3	$295K	Hold	3,332	–	–	0.17%	83
2016 Q2	$252K	Hold	3,332	–	–	0.15%	88
2016 Q1	$255K	Hold	3,332	–	–	0.16%	87
2015 Q4	$226K	Hold	3,332	–	–	0.14%	91
2015 Q3	$217K	Sell	3,332 -10	-0.3%	-$651	0.14%	94
2015 Q2	$283K	Sell	3,342 -400	-11%	-$33.9K	0.18%	85
2015 Q1	$299K	Buy	3,742 +680	+22%	+$54.3K	0.19%	84
2014 Q4	$280K	Buy	3,062 +550	+22%	+$50.3K	0.18%	88
2014 Q3	$248K	Hold	2,512	–	–	0.17%	90
2014 Q2	$272K	Sell	2,512 -440	-15%	-$47.6K	0.19%	87
2014 Q1	$293K	Hold	2,952	–	–	0.22%	84
2013 Q4	$268K	Buy	2,952 +360	+14%	+$32.7K	0.21%	80
2013 Q3	$216K	Buy	2,592 +80	+3%	+$6.67K	0.18%	84
2013 Q2	$207K	Buy	+2,512	New	+$207K	0.18%	83