Bank of Stockton’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Buy |
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|
2025
Q2 | $966K | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $320K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $224K | Sell |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $231K | Sell |
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|
2013
Q4 | $239K | Sell |
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|
2013
Q3 | $265K | Sell |
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|
2013
Q2 | $512K | Buy |
|