Burke & Herbert Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $970K | Sell |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $713K | Hold |
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|
2022
Q2 | $777K | Hold |
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|
2022
Q1 | $969K | Hold |
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|
2021
Q4 | $899K | Hold |
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|
2021
Q3 | $835K | Sell |
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|
2021
Q2 | $948K | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $653K | Hold |
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|
2020
Q2 | $554K | Buy |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $604K | Buy |
|
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|
2019
Q3 | $511K | Hold |
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|
2019
Q2 | $551K | Buy |
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|
2019
Q1 | $535K | Buy |
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|
2018
Q4 | $483K | Buy |
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|
2018
Q3 | $569K | Hold |
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|
2018
Q2 | $506K | Hold |
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|
2018
Q1 | $550K | Hold |
|
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|
2017
Q4 | $588K | Hold |
|
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|
2017
Q3 | $465K | Hold |
|
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|
2017
Q2 | $401K | Sell |
|
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|
2017
Q1 | $358K | Sell |
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|
2016
Q4 | $396K | Hold |
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|
2016
Q3 | $379K | Hold |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $254K | Buy |
|