BFA
Brendel Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
+9,072
| New | +$3.52M | 1.97% | 16 |
|
|
2025
Q1 | – | Sell |
-9,403
| Closed | -$3.41M | – | 96 |
|
|
2024
Q4 | $3.41M | Sell |
9,403
-491
| -5% | -$178K | 2.06% | 18 |
|
|
2024
Q3 | $3.87M | Buy |
9,894
+450
| +5% | +$176K | 2.19% | 13 |
|
|
2024
Q2 | $3.15M | Buy |
+9,444
| New | +$3.15M | 2% | 19 |
|
|
2023
Q2 | – | Sell |
-13,641
| Closed | -$3.12M | – | 57 |
|
|
2023
Q1 | $3.12M | Buy |
+13,641
| New | +$3.12M | 2.31% | 14 |
|