Alpine Bank Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
1,314
+670
+104% +$260K 0.08% 99
2025
Q1
$212K Buy
+644
New +$212K 0.03% 135
2024
Q3
$249K Buy
+636
New +$249K 0.04% 134