Brogan Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
1,158
-199
| -15% | -$77.3K | 0.2% | 33 |
|
|
2025
Q1 | $447K | Buy |
1,357
+216
| +19% | +$71.2K | 0.22% | 31 |
|
|
2024
Q4 | $414K | Buy |
1,141
+2
| +0.2% | +$725 | 0.2% | 32 |
|
|
2024
Q3 | $445K | Sell |
1,139
-147
| -11% | -$57.5K | 0.25% | 28 |
|
|
2024
Q2 | $428K | Buy |
1,286
+158
| +14% | +$52.6K | 0.27% | 26 |
|
|
2024
Q1 | $413K | Buy |
1,128
+5
| +0.4% | +$1.83K | 0.27% | 27 |
|
|
2023
Q4 | $332K | Buy |
1,123
+6
| +0.5% | +$1.77K | 0.25% | 34 |
|
|
2023
Q3 | $305K | Sell |
1,117
-71
| -6% | -$19.4K | 0.27% | 30 |
|
|
2023
Q2 | $292K | Buy |
1,188
+4
| +0.3% | +$984 | 0.25% | 30 |
|
|
2023
Q1 | $271K | Buy |
1,184
+2
| +0.2% | +$458 | 0.23% | 31 |
|
|
2022
Q4 | $283K | Buy |
+1,182
| New | +$283K | 0.25% | 29 |
|