Boston Research & 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
Q3 | $1.69M | Hold |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.17M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.05M | Hold |
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|
2023
Q3 | $966K | Hold |
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|
2023
Q2 | $871K | Hold |
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|
2023
Q1 | $810K | Hold |
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|
2022
Q4 | $848K | Hold |
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|
2022
Q3 | $581K | Hold |
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|
2022
Q2 | $633K | Hold |
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|
2022
Q1 | $789K | Hold |
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|
2021
Q4 | $732K | Hold |
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|
2021
Q3 | $679K | Hold |
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|
2021
Q2 | $770K | Hold |
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|
2021
Q1 | $821K | Sell |
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|
2020
Q4 | $665K | Sell |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $432K | Hold |
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|
2020
Q1 | $397K | Hold |
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|
2019
Q4 | $505K | Hold |
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|
2019
Q3 | $432K | Hold |
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|
2019
Q2 | $466K | Buy |
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|
2019
Q1 | $444K | Hold |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $500K | Hold |
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|
2018
Q2 | $445K | Hold |
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|
2018
Q1 | $483K | Sell |
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|
2017
Q4 | $525K | Hold |
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|
2017
Q3 | $415K | Hold |
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|
2017
Q2 | $358K | Hold |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $309K | Hold |
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|
2016
Q3 | $295K | Hold |
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|
2016
Q2 | $252K | Hold |
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|
2016
Q1 | $255K | Hold |
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|
2015
Q4 | $226K | Hold |
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|
2015
Q3 | $217K | Sell |
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|
2015
Q2 | $283K | Sell |
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|
2015
Q1 | $299K | Buy |
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|
2014
Q4 | $280K | Buy |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $272K | Sell |
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|
2014
Q1 | $293K | Hold |
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|
2013
Q4 | $268K | Buy |
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|
2013
Q3 | $216K | Buy |
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|
2013
Q2 | $207K | Buy |
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