Burkett Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Hold |
41
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $13.4K | Buy |
41
+1
| +3% | +$327 | 0.01% | 155 |
|
|
2024
Q4 | $14.7K | Hold |
40
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $15.8K | Hold |
40
| – | – | 0.01% | 120 |
|
|
2024
Q2 | $13.4K | Hold |
40
| – | – | 0.01% | 127 |
|
|
2024
Q1 | $14.7K | Buy |
+40
| New | +$14.7K | 0.01% | 128 |
|