Alerus Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
656
-28
| -4% | -$10.9K | 0.02% | 153 |
|
|
2025
Q1 | $226K | Sell |
684
-20
| -3% | -$6.6K | 0.02% | 151 |
|
|
2024
Q4 | $255K | Sell |
704
-6
| -0.8% | -$2.18K | 0.02% | 146 |
|
|
2024
Q3 | $278K | Sell |
710
-36
| -5% | -$14.1K | 0.02% | 144 |
|
|
2024
Q2 | $248K | Hold |
746
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $273K | Sell |
746
-34
| -4% | -$12.5K | 0.02% | 144 |
|
|
2023
Q4 | $231K | Sell |
780
-153
| -16% | -$45.2K | 0.02% | 141 |
|
|
2023
Q3 | $255K | Sell |
933
-116
| -11% | -$31.7K | 0.02% | 137 |
|
|
2023
Q2 | $258K | Hold |
1,049
| – | – | 0.02% | 143 |
|
|
2023
Q1 | $240K | Sell |
1,049
-48
| -4% | -$11K | 0.02% | 154 |
|
|
2022
Q4 | $263K | Buy |
+1,097
| New | +$263K | 0.02% | 146 |
|
|
2022
Q3 | – | Sell |
-1,229
| Closed | -$220K | – | 153 |
|
|
2022
Q2 | $220K | Sell |
1,229
-122
| -9% | -$21.8K | 0.02% | 159 |
|
|
2022
Q1 | $301K | Sell |
1,351
-63
| -4% | -$14K | 0.03% | 161 |
|
|
2021
Q4 | $293K | Sell |
1,414
-361
| -20% | -$74.8K | 0.02% | 165 |
|
|
2021
Q3 | $340K | Sell |
1,775
-22,190
| -93% | -$4.25M | 0.03% | 160 |
|
|
2021
Q2 | $5.22M | Buy |
23,965
+1,515
| +7% | +$330K | 0.53% | 42 |
|
|
2021
Q1 | $5.21M | Buy |
22,450
+17,023
| +314% | +$3.95M | 0.55% | 41 |
|
|
2020
Q4 | $988K | Buy |
+5,427
| New | +$988K | 0.1% | 131 |
|