Broadleaf Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
740
| – | – | 0.06% | 73 |
|
|
2025
Q1 | $244K | Hold |
740
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $268K | Sell |
740
-20
| -3% | -$7.26K | 0.06% | 74 |
|
|
2024
Q3 | $297K | Hold |
760
| – | – | 0.07% | 70 |
|
|
2024
Q2 | $253K | Hold |
760
| – | – | 0.06% | 71 |
|
|
2024
Q1 | $278K | Hold |
760
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $225K | Hold |
760
| – | – | 0.07% | 78 |
|
|
2023
Q3 | $207K | Buy |
+760
| New | +$207K | 0.07% | 70 |
|
|
2018
Q4 | – | Sell |
-9,204
| Closed | -$1.4M | – | 52 |
|
|
2018
Q3 | $1.4M | Sell |
9,204
-12,329
| -57% | -$1.88M | 0.94% | 37 |
|
|
2018
Q2 | $2.92M | Buy |
21,533
+4,385
| +26% | +$595K | 2.14% | 21 |
|
|
2018
Q1 | $2.53M | Buy |
17,148
+125
| +0.7% | +$18.4K | 1.94% | 27 |
|
|
2017
Q4 | $2.68M | Buy |
+17,023
| New | +$2.68M | 2.23% | 20 |
|