Bragg Financial Advisors’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 | $2.86M | Buy |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.62M | Hold |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $963K | Buy |
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|
2020
Q2 | $801K | Hold |
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|
2020
Q1 | $735K | Hold |
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|
2019
Q4 | $935K | Sell |
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|
2019
Q3 | $848K | Sell |
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|
2019
Q2 | $936K | Sell |
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|
2019
Q1 | $939K | Sell |
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|
2018
Q4 | $889K | Sell |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $969K | Sell |
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|
2018
Q1 | $1.06M | Sell |
|
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $953K | Sell |
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|
2017
Q2 | $836K | Hold |
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|
2017
Q1 | $721K | Sell |
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|
2016
Q4 | $729K | Hold |
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|
2016
Q3 | $698K | Sell |
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|
2016
Q2 | $606K | Sell |
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|
2016
Q1 | $629K | Sell |
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|
2015
Q4 | $583K | Sell |
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|
2015
Q3 | $570K | Sell |
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|
2015
Q2 | $790K | Sell |
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|
2015
Q1 | $750K | Sell |
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|
2014
Q4 | $905K | Sell |
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|
2014
Q3 | $1.02M | Sell |
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|
2014
Q2 | $1.14M | Sell |
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|
2014
Q1 | $1.09M | Sell |
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|
2013
Q4 | $1.06M | Buy |
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|
2013
Q3 | $934K | Sell |
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|
2013
Q2 | $949K | Buy |
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