Braun-Bostich & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
1,325
+62
| +5% | +$24.1K | 0.35% | 57 |
|
|
2025
Q1 | $417K | Buy |
1,263
+21
| +2% | +$6.93K | 0.31% | 68 |
|
|
2024
Q4 | $451K | Buy |
1,242
+8
| +0.6% | +$2.9K | 0.32% | 59 |
|
|
2024
Q3 | $483K | Buy |
1,234
+71
| +6% | +$27.8K | 0.34% | 56 |
|
|
2024
Q2 | $387K | Sell |
1,163
-138
| -11% | -$46K | 0.29% | 64 |
|
|
2024
Q1 | $477K | Sell |
1,301
-255
| -16% | -$93.4K | 0.4% | 65 |
|
|
2023
Q4 | $460K | Buy |
+1,556
| New | +$460K | 0.42% | 61 |
|
|
2023
Q3 | – | Sell |
-1,498
| Closed | -$369K | – | 61 |
|
|
2023
Q2 | $369K | Buy |
1,498
+259
| +21% | +$63.7K | 0.79% | 48 |
|
|
2023
Q1 | $284K | Buy |
1,239
+281
| +29% | +$64.3K | 0.67% | 51 |
|
|
2022
Q4 | $229K | Buy |
+958
| New | +$229K | 0.66% | 53 |
|
|
2020
Q4 | – | Sell |
-756
| Closed | -$113K | – | 83 |
|
|
2020
Q3 | $113K | Sell |
756
-711
| -48% | -$106K | 0.11% | 116 |
|
|
2020
Q2 | $186K | Hold |
1,467
| – | – | 0.18% | 78 |
|
|
2020
Q1 | $163K | Sell |
1,467
-93
| -6% | -$10.3K | 0.21% | 83 |
|
|
2019
Q4 | $235K | Sell |
1,560
-823
| -35% | -$124K | 0.23% | 71 |
|
|
2019
Q3 | $301K | Sell |
2,383
-133
| -5% | -$16.8K | 0.35% | 66 |
|
|
2019
Q2 | $343K | Sell |
2,516
-1,096
| -30% | -$149K | 0.36% | 53 |
|
|
2019
Q1 | $489K | Sell |
3,612
-549
| -13% | -$74.3K | 0.51% | 52 |
|
|
2018
Q4 | $529K | Buy |
4,161
+3,842
| +1,204% | +$488K | 0.56% | 62 |
|
|
2018
Q3 | $49K | Buy |
+319
| New | +$49K | 0.05% | 178 |
|