Brown, Lisle/Cummings’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 | $1.23M | Sell |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $949K | Buy |
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|
2024
Q3 | $974K | Buy |
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|
2024
Q2 | $779K | Sell |
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|
2024
Q1 | $870K | Hold |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $85.8K | Buy |
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|
2022
Q4 | $75.5K | Sell |
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|
2022
Q3 | $59.9K | Hold |
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|
2022
Q2 | $65.2K | Hold |
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|
2022
Q1 | $81.3K | Hold |
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|
2021
Q4 | $75.5K | Buy |
|