Baker Boyer National Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
|
|||||
|
2025
Q1 | $330K | Buy |
|
|||||
|
2024
Q4 | $343K | Hold |
|
|||||
|
2024
Q3 | $370K | Hold |
|
|||||
|
2024
Q2 | $315K | Sell |
|
|||||
|
2024
Q1 | $660K | Hold |
|
|||||
|
2023
Q4 | $532K | Hold |
|
|||||
|
2023
Q3 | $492K | Hold |
|
|||||
|
2023
Q2 | $443K | Hold |
|
|||||
|
2023
Q1 | $412K | Hold |
|
|||||
|
2022
Q4 | $431K | Hold |
|
|||||
|
2022
Q3 | $296K | Hold |
|
|||||
|
2022
Q2 | $322K | Hold |
|
|||||
|
2022
Q1 | $401K | Hold |
|
|||||
|
2021
Q4 | $372K | Buy |
|
|||||
|
2021
Q2 | $322K | Buy |
|
|||||
|
2018
Q1 | $457K | Buy |
|
|||||
|
2017
Q4 | $394K | Hold |
|
|||||
|
2017
Q3 | $312K | Hold |
|
|||||
|
2017
Q2 | $269K | Hold |
|
|||||
|
2017
Q1 | $232K | Hold |
|
|||||
|
2016
Q4 | $232K | Hold |
|
|||||
|
2016
Q3 | $222K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $358K | Sell |
|
|||||
|
2015
Q2 | $466K | Sell |
|
|||||
|
2015
Q1 | $452K | Hold |
|
|||||
|
2014
Q4 | $517K | Buy |
|
|||||
|
2014
Q3 | $558K | Hold |
|
|||||
|
2014
Q2 | $612K | Buy |
|
|||||
|
2014
Q1 | $537K | Hold |
|
|||||
|
2013
Q4 | $490K | Buy |
|