Baker Boyer National Bank’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Hold	1,001	–	–	0.13%	54
2025 Q1	$330K	Buy	1,001 +56	+6%	+$18.5K	0.12%	58
2024 Q4	$343K	Hold	945	–	–	0.12%	60
2024 Q3	$370K	Hold	945	–	–	0.12%	58
2024 Q2	$315K	Sell	945 -856	-48%	-$285K	0.11%	60
2024 Q1	$660K	Hold	1,801	–	–	0.23%	42
2023 Q4	$532K	Hold	1,801	–	–	0.2%	49
2023 Q3	$492K	Hold	1,801	–	–	0.2%	50
2023 Q2	$443K	Hold	1,801	–	–	0.16%	49
2023 Q1	$412K	Hold	1,801	–	–	0.16%	48
2022 Q4	$431K	Hold	1,801	–	–	0.18%	46
2022 Q3	$296K	Hold	1,801	–	–	0.13%	61
2022 Q2	$322K	Hold	1,801	–	–	0.16%	62
2022 Q1	$401K	Hold	1,801	–	–	0.19%	56
2021 Q4	$372K	Buy	+1,801	New	+$372K	0.17%	61
2021 Q2	$322K	Buy	+1,801	New	+$322K	0.16%	62
2018 Q1	$457K	Buy	3,100 +600	+24%	+$88.5K	1.38%	24
2017 Q4	$394K	Hold	2,500	–	–	1.19%	32
2017 Q3	$312K	Hold	2,500	–	–	1.03%	35
2017 Q2	$269K	Hold	2,500	–	–	1.07%	30
2017 Q1	$232K	Hold	2,500	–	–	0.95%	34
2016 Q4	$232K	Hold	2,500	–	–	1.01%	35
2016 Q3	$222K	Buy	+2,500	New	+$222K	0.92%	37
2015 Q4	–	Sell	-5,480	Closed	-$358K	–	35
2015 Q3	$358K	Sell	5,480 -17	-0.3%	-$1.11K	1.75%	22
2015 Q2	$466K	Sell	5,497 -150	-3%	-$12.7K	0.97%	34
2015 Q1	$452K	Hold	5,647	–	–	0.92%	34
2014 Q4	$517K	Buy	5,647 +17	+0.3%	+$1.56K	1.01%	32
2014 Q3	$558K	Hold	5,630	–	–	1.09%	32
2014 Q2	$612K	Buy	5,630 +230	+4%	+$25K	1.12%	31
2014 Q1	$537K	Hold	5,400	–	–	1.05%	30
2013 Q4	$490K	Buy	+5,400	New	+$490K	0.95%	31