Breakwater Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
30
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $9.89K | Hold |
30
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $10.9K | Hold |
30
| – | – | ﹤0.01% | 217 |
|
|
2024
Q3 | $11.7K | Hold |
30
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $9.99K | Hold |
30
| – | – | ﹤0.01% | 222 |
|
|
2024
Q1 | $11K | Buy |
+30
| New | +$11K | 0.01% | 213 |
|