Alerus Financial’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 | $427K | Buy |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $5.21M | Buy |
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|
2021
Q1 | $5.21M | Buy |
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|
2020
Q4 | $988K | Buy |
|