TBA
Tower Bridge Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
4,000
-293
| -7% | -$114K | 0.17% | 95 |
|
|
2025
Q1 | $1.42M | Buy |
4,293
+200
| +5% | +$66K | 0.16% | 97 |
|
|
2024
Q4 | $1.48M | Buy |
4,093
+38
| +0.9% | +$13.8K | 0.16% | 101 |
|
|
2024
Q3 | $1.59M | Sell |
4,055
-350
| -8% | -$137K | 0.16% | 102 |
|
|
2024
Q2 | $1.47M | Sell |
4,405
-300
| -6% | -$99.9K | 0.16% | 100 |
|
|
2024
Q1 | $1.72M | Sell |
4,705
-140
| -3% | -$51.3K | 0.18% | 104 |
|
|
2023
Q4 | $1.43M | Buy |
4,845
+110
| +2% | +$32.5K | 0.12% | 118 |
|
|
2023
Q3 | $1.29M | Sell |
4,735
-110
| -2% | -$30K | 0.12% | 121 |
|
|
2023
Q2 | $1.19M | Sell |
4,845
-4,900
| -50% | -$1.21M | 0.11% | 113 |
|
|
2023
Q1 | $2.23M | Sell |
9,745
-97
| -1% | -$22.2K | 0.18% | 109 |
|
|
2022
Q4 | $2.36M | Hold |
9,842
| – | – | 0.2% | 105 |
|
|
2022
Q3 | $1.61M | Hold |
9,842
| – | – | 0.14% | 119 |
|
|
2022
Q2 | $1.76M | Buy |
9,842
+365
| +4% | +$65.2K | 0.14% | 115 |
|
|
2022
Q1 | $2.11M | Sell |
9,477
-230
| -2% | -$51.2K | 0.14% | 118 |
|
|
2021
Q4 | $2.01M | Sell |
9,707
-100
| -1% | -$20.7K | 0.12% | 125 |
|
|
2021
Q3 | $1.88M | Sell |
9,807
-25
| -0.3% | -$4.8K | 0.13% | 127 |
|
|
2021
Q2 | $2.14M | Sell |
9,832
-950
| -9% | -$207K | 0.14% | 119 |
|
|
2021
Q1 | $2.5M | Sell |
10,782
-231
| -2% | -$53.6K | 0.19% | 111 |
|
|
2020
Q4 | $2M | Buy |
11,013
+1,550
| +16% | +$282K | 0.16% | 110 |
|
|
2020
Q3 | $1.41M | Sell |
9,463
-550
| -5% | -$82K | 0.14% | 104 |
|
|
2020
Q2 | $1.27M | Sell |
10,013
-900
| -8% | -$114K | 0.14% | 103 |
|
|
2020
Q1 | $1.27M | Sell |
10,913
-725
| -6% | -$84.1K | 0.17% | 101 |
|
|
2019
Q4 | $1.72M | Buy |
11,638
+48
| +0.4% | +$7.09K | 0.18% | 100 |
|
|
2019
Q3 | $1.72M | Sell |
11,590
-5,950
| -34% | -$882K | 0.19% | 99 |
|
|
2019
Q2 | $2.39M | Sell |
17,540
-104
| -0.6% | -$14.2K | 0.27% | 85 |
|
|
2019
Q1 | $2.39M | Sell |
17,644
-50
| -0.3% | -$6.78K | 0.28% | 83 |
|
|
2018
Q4 | $2.25M | Sell |
17,694
-2,300
| -12% | -$292K | 0.29% | 84 |
|
|
2018
Q3 | $3.05M | Buy |
19,994
+200
| +1% | +$30.5K | 0.32% | 84 |
|
|
2018
Q2 | $2.69M | Sell |
19,794
-575
| -3% | -$78K | 0.3% | 88 |
|
|
2018
Q1 | $3M | Sell |
20,369
-2,075
| -9% | -$306K | 0.33% | 82 |
|
|
2017
Q4 | $3.54M | Buy |
22,444
+554
| +3% | +$87.3K | 0.38% | 73 |
|
|
2017
Q3 | $2.73M | Sell |
21,890
-675
| -3% | -$84.2K | 0.31% | 83 |
|
|
2017
Q2 | $2.42M | Buy |
22,565
+175
| +0.8% | +$18.8K | 0.28% | 86 |
|
|
2017
Q1 | $2.08M | Hold |
22,390
| – | – | 0.24% | 91 |
|
|
2016
Q4 | $2.08M | Sell |
22,390
-24,384
| -52% | -$2.26M | 0.25% | 91 |
|
|
2016
Q3 | $4.15M | Sell |
46,774
-2,096
| -4% | -$186K | 0.51% | 64 |
|
|
2016
Q2 | $3.7M | Sell |
48,870
-4,810
| -9% | -$365K | 0.46% | 67 |
|
|
2016
Q1 | $4.11M | Buy |
53,680
+2,165
| +4% | +$166K | 0.51% | 64 |
|
|
2015
Q4 | $3.5M | Sell |
51,515
-21,855
| -30% | -$1.49M | 0.46% | 68 |
|
|
2015
Q3 | $4.8M | Sell |
73,370
-8,490
| -10% | -$555K | 0.66% | 53 |
|
|
2015
Q2 | $6.94M | Buy |
81,860
+23,897
| +41% | +$2.03M | 0.88% | 48 |
|
|
2015
Q1 | $4.64M | Buy |
57,963
+3,460
| +6% | +$277K | 0.59% | 59 |
|
|
2014
Q4 | $4.99M | Sell |
54,503
-87,405
| -62% | -$8M | 0.61% | 59 |
|
|
2014
Q3 | $14.1M | Sell |
141,908
-1,381
| -1% | -$137K | 1.77% | 11 |
|
|
2014
Q2 | $15.6M | Buy |
143,289
+167
| +0.1% | +$18.1K | 1.92% | 7 |
|
|
2014
Q1 | $14.2M | Buy |
143,122
+2,570
| +2% | +$255K | 1.83% | 10 |
|
|
2013
Q4 | $12.8M | Buy |
140,552
+1,031
| +0.7% | +$93.6K | 1.68% | 15 |
|
|
2013
Q3 | $11.6M | Buy |
139,521
+6,599
| +5% | +$550K | 1.67% | 17 |
|
|
2013
Q2 | $11M | Buy |
+132,922
| New | +$11M | 1.63% | 16 |
|