Broadleaf Partners’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 | $353K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.4M | Sell |
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|
2018
Q2 | $2.92M | Buy |
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|
2018
Q1 | $2.53M | Buy |
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|
2017
Q4 | $2.68M | Buy |
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