TBH Global Asset Management’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $490K | Sell |
1,261
-278
| -18% | -$108K | 0.1% | 132 |
|
2025
Q1 | $508K | Sell |
1,539
-562
| -27% | -$185K | 0.1% | 130 |
|
2024
Q4 | $762K | Buy |
2,101
+36
| +2% | +$13.1K | 0.18% | 110 |
|
2024
Q3 | $808K | Sell |
2,065
-58
| -3% | -$22.7K | 0.18% | 116 |
|
2024
Q2 | $707K | Sell |
2,123
-322
| -13% | -$107K | 0.16% | 115 |
|
2024
Q1 | $896K | Buy |
2,445
+67
| +3% | +$24.5K | 0.18% | 91 |
|
2023
Q4 | $703K | Buy |
2,378
+124
| +6% | +$36.7K | 0.14% | 112 |
|
2023
Q3 | $615K | Sell |
2,254
-24
| -1% | -$6.55K | 0.12% | 134 |
|
2023
Q2 | $560K | Buy |
2,278
+96
| +4% | +$23.6K | 0.11% | 137 |
|
2023
Q1 | $499K | Buy |
2,182
+439
| +25% | +$100K | 0.11% | 136 |
|
2022
Q4 | $418K | Buy |
+1,743
| New | +$418K | 0.1% | 123 |
|