McBroom & Associates’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 | $862K | Hold |
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|
2025
Q2 | $596K | Hold |
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|
2025
Q1 | $596K | Hold |
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|
2024
Q4 | $655K | Hold |
|
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|
2024
Q3 | $706K | Hold |
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|
2024
Q2 | $602K | Hold |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $621K | Sell |
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|
2023
Q3 | $574K | Buy |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $351K | Buy |
|