Goepper Burkhardt’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
2,267
+107
| +5% | +$41.5K | 0.32% | 34 |
|
|
2025
Q1 | $712K | Hold |
2,160
| – | – | 0.28% | 42 |
|
|
2024
Q4 | $784K | Sell |
2,160
-10
| -0.5% | -$3.63K | 0.32% | 36 |
|
|
2024
Q3 | $849K | Hold |
2,170
| – | – | 0.35% | 37 |
|
|
2024
Q2 | $723K | Hold |
2,170
| – | – | 0.33% | 38 |
|
|
2024
Q1 | $770K | Hold |
2,170
| – | – | 0.36% | 36 |
|
|
2023
Q4 | $688K | Buy |
2,170
+10
| +0.5% | +$3.17K | 0.34% | 34 |
|
|
2023
Q3 | $590K | Hold |
2,160
| – | – | 0.36% | 29 |
|
|
2023
Q2 | $531K | Hold |
2,160
| – | – | 0.32% | 31 |
|
|
2023
Q1 | $494K | Hold |
2,160
| – | – | 0.32% | 32 |
|
|
2022
Q4 | $517K | Hold |
2,160
| – | – | 0.36% | 30 |
|
|
2022
Q3 | $354K | Sell |
2,160
-100
| -4% | -$16.4K | 0.26% | 38 |
|
|
2022
Q2 | $404K | Hold |
2,260
| – | – | 0.28% | 35 |
|
|
2022
Q1 | $504K | Hold |
2,260
| – | – | 0.31% | 36 |
|
|
2021
Q4 | $467K | Hold |
2,260
| – | – | 0.28% | 38 |
|
|
2021
Q3 | $434K | Hold |
2,260
| – | – | 0.28% | 37 |
|
|
2021
Q2 | $492K | Hold |
2,260
| – | – | 0.31% | 35 |
|
|
2021
Q1 | $524K | Hold |
2,260
| – | – | 0.36% | 33 |
|
|
2020
Q4 | $411K | Buy |
+2,260
| New | +$411K | 0.3% | 39 |
|