Brookstone Capital Management’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 | $29.3M | Sell |
|
|||||
|
2025
Q2 | $23.8M | Buy |
|
|||||
|
2025
Q1 | $18.4M | Buy |
|
|||||
|
2024
Q4 | $11.3M | Sell |
|
|||||
|
2024
Q3 | $13.3M | Buy |
|
|||||
|
2024
Q2 | $12M | Buy |
|
|||||
|
2024
Q1 | $11.7M | Buy |
|
|||||
|
2023
Q4 | $9.13M | Buy |
|
|||||
|
2023
Q3 | $7.65M | Sell |
|
|||||
|
2023
Q2 | $7.93M | Buy |
|
|||||
|
2023
Q1 | $7.27M | Buy |
|
|||||
|
2022
Q4 | $7.84M | Sell |
|
|||||
|
2022
Q3 | $5.67M | Sell |
|
|||||
|
2022
Q2 | $6.83M | Buy |
|
|||||
|
2022
Q1 | $7.14M | Sell |
|
|||||
|
2021
Q4 | $7.42M | Buy |
|
|||||
|
2021
Q3 | $5.71M | Buy |
|
|||||
|
2021
Q2 | $6.19M | Buy |
|
|||||
|
2021
Q1 | $5.68M | Buy |
|
|||||
|
2020
Q4 | $3.24M | Sell |
|
|||||
|
2020
Q3 | $2.66M | Buy |
|
|||||
|
2020
Q2 | $349K | Sell |
|
|||||
|
2020
Q1 | $2.08M | Buy |
|
|||||
|
2019
Q4 | $2.5M | Buy |
|
|||||
|
2019
Q3 | $2.1M | Sell |
|
|||||
|
2019
Q2 | $2.27M | Buy |
|
|||||
|
2019
Q1 | $2.23M | Sell |
|
|||||
|
2018
Q4 | $2.43M | Buy |
|
|||||
|
2018
Q3 | $2.89M | Sell |
|
|||||
|
2018
Q2 | $2.58M | Sell |
|
|||||
|
2018
Q1 | $2.81M | Sell |
|
|||||
|
2017
Q4 | $3.03M | Sell |
|
|||||
|
2017
Q3 | $8.16M | Sell |
|
|||||
|
2017
Q2 | $8M | Sell |
|
|||||
|
2017
Q1 | $7.38M | Buy |
|
|||||
|
2016
Q4 | $6.88M | Buy |
|
|||||
|
2016
Q3 | $6.18M | Buy |
|
|||||
|
2016
Q2 | $4.95M | Buy |
|
|||||
|
2016
Q1 | $4.48M | Buy |
|
|||||
|
2015
Q4 | $1.33M | Sell |
|
|||||
|
2015
Q3 | $1.28M | Buy |
|
|||||
|
2015
Q2 | $1.66M | Buy |
|
|||||
|
2015
Q1 | $1.47M | Buy |
|
|||||
|
2014
Q4 | $1.67M | Sell |
|
|||||
|
2014
Q3 | $1.8M | Hold |
|
|||||
|
2014
Q2 | $1.98M | Buy |
|
|||||
|
2014
Q1 | $1.81M | Sell |
|
|||||
|
2013
Q4 | $1.68M | Buy |
|