BIM
Bridges Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
5,578
-37
| -0.7% | -$14.4K | 0.03% | 167 |
|
|
2025
Q1 | $1.85M | Sell |
5,615
-155
| -3% | -$51.1K | 0.03% | 169 |
|
|
2024
Q4 | $2.09M | Sell |
5,770
-111
| -2% | -$40.3K | 0.03% | 147 |
|
|
2024
Q3 | $2.3M | Buy |
5,881
+176
| +3% | +$68.8K | 0.03% | 142 |
|
|
2024
Q2 | $1.9M | Buy |
5,705
+3,170
| +125% | +$1.06M | 0.03% | 146 |
|
|
2024
Q1 | $929K | Sell |
2,535
-2,000
| -44% | -$733K | 0.03% | 142 |
|
|
2023
Q4 | $1.34M | Buy |
4,535
+2,000
| +79% | +$591K | 0.04% | 122 |
|
|
2023
Q3 | $692K | Sell |
2,535
-15
| -0.6% | -$4.1K | 0.02% | 149 |
|
|
2023
Q2 | $627K | Sell |
2,550
-3,000
| -54% | -$738K | 0.02% | 162 |
|
|
2023
Q1 | $1.27M | Hold |
5,550
| – | – | 0.05% | 129 |
|
|
2022
Q4 | $1.33M | Sell |
5,550
-500
| -8% | -$120K | 0.05% | 130 |
|
|
2022
Q3 | $992K | Buy |
6,050
+2,000
| +49% | +$328K | 0.04% | 142 |
|
|
2022
Q2 | $724K | Hold |
4,050
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $902K | Hold |
4,050
| – | – | 0.03% | 155 |
|
|
2021
Q4 | $837K | Hold |
4,050
| – | – | 0.02% | 159 |
|
|
2021
Q3 | $778K | Sell |
4,050
-40
| -1% | -$7.68K | 0.02% | 155 |
|
|
2021
Q2 | $890K | Sell |
4,090
-10
| -0.2% | -$2.18K | 0.03% | 151 |
|
|
2021
Q1 | $950K | Hold |
4,100
| – | – | 0.03% | 146 |
|
|
2020
Q4 | $746K | Sell |
4,100
-1,176
| -22% | -$214K | 0.02% | 150 |
|
|
2020
Q3 | $786K | Hold |
5,276
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $667K | Sell |
5,276
-2,460
| -32% | -$311K | 0.02% | 152 |
|
|
2020
Q1 | $897K | Sell |
7,736
-200
| -3% | -$23.2K | 0.04% | 140 |
|
|
2019
Q4 | $1.17M | Buy |
7,936
+1,376
| +21% | +$203K | 0.04% | 147 |
|
|
2019
Q3 | $829K | Sell |
6,560
-99
| -1% | -$12.5K | 0.03% | 225 |
|
|
2019
Q2 | $908K | Sell |
6,659
-96
| -1% | -$13.1K | 0.03% | 208 |
|
|
2019
Q1 | $915K | Sell |
6,755
-1,400
| -17% | -$190K | 0.04% | 201 |
|
|
2018
Q4 | $1.04M | Buy |
8,155
+250
| +3% | +$31.8K | 0.05% | 171 |
|
|
2018
Q3 | $1.21M | Hold |
7,905
| – | – | 0.06% | 157 |
|
|
2018
Q2 | $1.07M | Buy |
7,905
+300
| +4% | +$40.7K | 0.05% | 167 |
|
|
2018
Q1 | $1.12M | Buy |
7,605
+2,509
| +49% | +$370K | 0.05% | 160 |
|
|
2017
Q4 | $803K | Buy |
5,096
+350
| +7% | +$55.2K | 0.06% | 121 |
|
|
2017
Q3 | $592K | Buy |
4,746
+1,346
| +40% | +$168K | 0.06% | 114 |
|
|
2017
Q2 | $365K | Hold |
3,400
| – | – | 0.05% | 110 |
|
|
2017
Q1 | $315K | Hold |
3,400
| – | – | 0.04% | 111 |
|
|
2016
Q4 | $315K | Sell |
3,400
-122
| -3% | -$11.3K | 0.04% | 118 |
|
|
2016
Q3 | $312K | Hold |
3,522
| – | – | 0.05% | 111 |
|
|
2016
Q2 | $267K | Buy |
3,522
+100
| +3% | +$7.58K | 0.05% | 119 |
|
|
2016
Q1 | $263K | Buy |
3,422
+150
| +5% | +$11.5K | 0.05% | 119 |
|
|
2015
Q4 | $222K | Sell |
3,272
-475
| -13% | -$32.2K | 0.04% | 125 |
|
|
2015
Q3 | $317K | Hold |
3,747
| – | – | 0.06% | 116 |
|
|
2015
Q2 | $317K | Sell |
3,747
-10,165
| -73% | -$860K | 0.06% | 116 |
|
|
2015
Q1 | $1.11M | Sell |
13,912
-21,200
| -60% | -$1.7M | 0.19% | 78 |
|
|
2014
Q4 | $3.21M | Buy |
35,112
+250
| +0.7% | +$22.9K | 0.57% | 41 |
|
|
2014
Q3 | $3.45M | Sell |
34,862
-5,685
| -14% | -$563K | 0.65% | 40 |
|
|
2014
Q2 | $4.41M | Buy |
40,547
+608
| +2% | +$66.1K | 0.84% | 33 |
|
|
2014
Q1 | $3.97M | Sell |
39,939
-4,370
| -10% | -$434K | 0.83% | 33 |
|
|
2013
Q4 | $4.02M | Sell |
44,309
-7,365
| -14% | -$669K | 0.91% | 30 |
|
|
2013
Q3 | $4.31M | Buy |
51,674
+1,547
| +3% | +$129K | 1.07% | 25 |
|
|
2013
Q2 | $4.14M | Buy |
+50,127
| New | +$4.14M | 1.09% | 24 |
|