EBSAM
Eubel Brady & Suttman Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
706
| – | – | 0.03% | 88 |
|
|
2025
Q1 | $233K | Buy |
706
+1
| +0.1% | +$330 | 0.03% | 85 |
|
|
2024
Q4 | $256K | Buy |
705
+1
| +0.1% | +$363 | 0.03% | 82 |
|
|
2024
Q3 | $275K | Sell |
704
-249
| -26% | -$97.3K | 0.04% | 79 |
|
|
2024
Q2 | $318K | Buy |
953
+246
| +35% | +$82.1K | 0.05% | 77 |
|
|
2024
Q1 | $259K | Buy |
707
+3
| +0.4% | +$1.1K | 0.03% | 79 |
|
|
2023
Q4 | $208K | Buy |
+704
| New | +$208K | 0.03% | 89 |
|
|
2022
Q1 | – | Sell |
-1,120
| Closed | -$232K | – | 76 |
|
|
2021
Q4 | $232K | Buy |
+1,120
| New | +$232K | 0.05% | 74 |
|
|
2021
Q3 | – | Sell |
-678
| Closed | -$157K | – | 108 |
|
|
2021
Q2 | $157K | Sell |
678
-678
| -50% | -$157K | 0.01% | 202 |
|
|
2021
Q1 | $314K | Buy |
+1,356
| New | +$314K | 0.03% | 85 |
|