Arlington Trust’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
757
-313
-29% -$122K 0.06% 135
2025
Q1
$353K Hold
1,070
0.07% 123
2024
Q4
$388K Buy
1,070
+314
+42% +$114K 0.08% 111
2024
Q3
$296K Buy
756
+408
+117% +$160K 0.06% 133
2024
Q2
$116K Buy
348
+310
+816% +$103K 0.03% 231
2024
Q1
$13.9K Sell
38
-15
-28% -$5.5K ﹤0.01% 361
2023
Q4
$15.7K Buy
+53
New +$15.7K ﹤0.01% 372