Bourne Lent 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
$240K Hold
2025
Q1
$204K Hold
2024
Q4
$224K Hold
2024
Q3
$242K Hold
2024
Q2
$206K Hold
2024
Q1
$226K Buy
2018
Q1
Sell
2017
Q4
$520K Hold
2017
Q3
$412K Hold
2017
Q2
$355K Hold
2017
Q1
$306K Hold
2016
Q4
$306K Hold
2016
Q3
$293K Hold
2016
Q2
$250K Hold
2016
Q1
$253K Hold
2015
Q4
$224K Hold
2015
Q3
$216K Hold
2015
Q2
$280K Hold
2015
Q1
$264K Buy