Brand Asset Management Group’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
$207K Buy
2024
Q4
Sell
2024
Q3
$210K Buy
2021
Q2
Sell
2021
Q1
$26K Buy
2019
Q2
Sell
2019
Q1
$9K Hold
2018
Q4
$9K Hold
2018
Q3
$11K Hold
2018
Q2
$9K Buy