DBRC
D.B. Root & Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
831
-120
| -13% | -$46.6K | 0.1% | 144 |
|
|
2025
Q1 | $314K | Sell |
951
-7
| -0.7% | -$2.31K | 0.1% | 131 |
|
|
2024
Q4 | $348K | Buy |
958
+14
| +1% | +$5.08K | 0.11% | 131 |
|
|
2024
Q3 | $369K | Buy |
944
+76
| +9% | +$29.7K | 0.12% | 121 |
|
|
2024
Q2 | $289K | Buy |
868
+124
| +17% | +$41.3K | 0.1% | 160 |
|
|
2024
Q1 | $273K | Buy |
+744
| New | +$273K | 0.09% | 154 |
|
|
2021
Q2 | – | Sell |
-877
| Closed | -$203K | – | 206 |
|
|
2021
Q1 | $203K | Buy |
+877
| New | +$203K | 0.08% | 201 |
|