Braun-Bostich & Associates’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 | $598K | Sell |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $113K | Sell |
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|
2020
Q2 | $186K | Hold |
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|
2020
Q1 | $163K | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $489K | Sell |
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|
2018
Q4 | $529K | Buy |
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|
2018
Q3 | $49K | Buy |
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