Brasada Capital 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
Sell
2025
Q1
$808K Buy
2019
Q3
Sell
2019
Q2
$496K Buy
2019
Q1
$489K Hold
2018
Q4
$458K Buy
2018
Q3
$473K Buy
2018
Q2
$408K Buy
2018
Q1
$358K Buy
2017
Q4
$369K Buy