Briaud Financial Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
446
| – | – | 0.07% | 45 |
|
|
2025
Q1 | $147K | Hold |
446
| – | – | 0.06% | 46 |
|
|
2024
Q4 | $161K | Buy |
446
+13
| +3% | +$4.69K | 0.07% | 38 |
|
|
2024
Q3 | $169K | Hold |
433
| – | – | 0.09% | 32 |
|
|
2024
Q2 | $144K | Hold |
433
| – | – | 0.08% | 31 |
|
|
2024
Q1 | $159K | Buy |
+433
| New | +$159K | 0.09% | 29 |
|
|
2023
Q4 | – | Sell |
-433
| Closed | -$118K | – | 43 |
|
|
2023
Q3 | $118K | Buy |
+433
| New | +$118K | 0.1% | 30 |
|