BAM
Byrne Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
3,939
+87
| +2% | +$33.8K | 1.01% | 26 |
|
|
2025
Q1 | $1.27M | Sell |
3,852
-283
| -7% | -$93.3K | 0.94% | 29 |
|
|
2024
Q4 | $1.5M | Sell |
4,135
-34
| -0.8% | -$12.3K | 1.06% | 21 |
|
|
2024
Q3 | $1.63M | Sell |
4,169
-50
| -1% | -$19.6K | 1.11% | 22 |
|
|
2024
Q2 | $1.38M | Sell |
4,219
-73
| -2% | -$23.9K | 0.99% | 27 |
|
|
2024
Q1 | $1.57M | Sell |
4,292
-143
| -3% | -$52.4K | 1.09% | 26 |
|
|
2023
Q4 | $1.32M | Sell |
4,435
-208
| -4% | -$62K | 1.01% | 30 |
|
|
2023
Q3 | $1.27M | Buy |
4,643
+4
| +0.1% | +$1.09K | 1.05% | 29 |
|
|
2023
Q2 | $1.14M | Buy |
4,639
+84
| +2% | +$20.7K | 0.74% | 34 |
|
|
2023
Q1 | $1.04M | Sell |
4,555
-317
| -7% | -$72.5K | 0.74% | 39 |
|
|
2022
Q4 | $1.17M | Sell |
4,872
-584
| -11% | -$140K | 0.85% | 31 |
|
|
2022
Q3 | $895K | Buy |
5,456
+135
| +3% | +$22.1K | 0.69% | 44 |
|
|
2022
Q2 | $951K | Sell |
5,321
-12
| -0.2% | -$2.15K | 0.7% | 45 |
|
|
2022
Q1 | $1.19M | Buy |
5,333
+430
| +9% | +$95.8K | 0.74% | 43 |
|
|
2021
Q4 | $1.01M | Buy |
+4,903
| New | +$1.01M | 0.66% | 44 |
|