McBroom & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Hold |
1,806
| – | – | 0.34% | 33 |
|
|
2025
Q1 | $596K | Hold |
1,806
| – | – | 0.34% | 33 |
|
|
2024
Q4 | $655K | Hold |
1,806
| – | – | 0.37% | 30 |
|
|
2024
Q3 | $706K | Hold |
1,806
| – | – | 0.43% | 26 |
|
|
2024
Q2 | $602K | Hold |
1,806
| – | – | 0.38% | 28 |
|
|
2024
Q1 | $662K | Sell |
1,806
-294
| -14% | -$108K | 0.44% | 28 |
|
|
2023
Q4 | $621K | Sell |
2,100
-4
| -0.2% | -$1.18K | 0.45% | 28 |
|
|
2023
Q3 | $574K | Buy |
2,104
+4
| +0.2% | +$1.09K | 0.46% | 32 |
|
|
2023
Q2 | $517K | Hold |
2,100
| – | – | 0.41% | 31 |
|
|
2023
Q1 | $481K | Hold |
2,100
| – | – | 0.43% | 30 |
|
|
2022
Q4 | $503K | Sell |
2,100
-41
| -2% | -$9.82K | 0.55% | 29 |
|
|
2022
Q3 | $351K | Buy |
+2,141
| New | +$351K | 0.4% | 29 |
|