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