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