Bush Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-630
| Closed | -$208K | – | 37 |
|
|
2025
Q1 | $208K | Hold |
630
| – | – | 0.16% | 35 |
|
|
2024
Q4 | $229K | Hold |
630
| – | – | 0.18% | 32 |
|
|
2024
Q3 | $246K | Hold |
630
| – | – | 0.2% | 29 |
|
|
2024
Q2 | $210K | Hold |
630
| – | – | 0.18% | 30 |
|
|
2024
Q1 | $231K | Buy |
+630
| New | +$231K | 0.2% | 29 |
|