Bryn Mawr 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 | $926K | Buy |
|
|||||
|
2025
Q2 | $650K | Buy |
|
|||||
|
2025
Q1 | $470K | Sell |
|
|||||
|
2024
Q4 | $702K | Buy |
|
|||||
|
2024
Q3 | $754K | Sell |
|
|||||
|
2024
Q2 | $670K | Buy |
|
|||||
|
2024
Q1 | $722K | Hold |
|
|||||
|
2023
Q4 | $582K | Sell |
|
|||||
|
2023
Q3 | $656K | Buy |
|
|||||
|
2023
Q2 | $484K | Buy |
|
|||||
|
2023
Q1 | $361K | Hold |
|
|||||
|
2022
Q4 | $378K | Buy |
|