BROADWATER CAPITAL MANAGEMENT LLC’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
$95.4K Hold
2025
Q2
$1.34M Hold
2025
Q1
$66K Hold
2024
Q4
$72.6K Hold
2024
Q3
$78.2K Hold
2024
Q2
$66.6K Hold
2024
Q1
$73.3K Hold
2023
Q4
$59.1K Buy