Kimelman & Baird’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$47.7K Hold
2025
Q2
$38.8K Hold
2025
Q1
$33K Hold
2024
Q4
$36.3K Hold
2024
Q3
$39.1K Buy
2024
Q2
$23.3K Buy
2015
Q2
$292K Sell
2015
Q1
$404K Hold
2014
Q4
$462K Hold
2014
Q3
$500K Hold
2014
Q2
$548K Hold
2014
Q1
$502K Buy
2013
Q4
$413K Sell
2013
Q3
$421K Buy
2013
Q2
$375K Buy