Bell Bank’s Caterpillar CAT Stock Holding History

Bell Bank’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$967K	Buy	2,492 +894	+56%	+$347K	0.05%	104
2025 Q1	$527K	Hold	1,598	–	–	0.03%	131
2024 Q4	$580K	Sell	1,598 -3	-0.2%	-$1.09K	0.04%	131
2024 Q3	$626K	Hold	1,601	–	–	0.07%	119
2024 Q2	$533K	Buy	1,601 +80	+5%	+$26.6K	0.04%	129
2024 Q1	$557K	Buy	1,521 +21	+1%	+$7.7K	0.05%	132
2023 Q4	$444K	Hold	1,500	–	–	0.04%	136
2023 Q3	$410K	Sell	1,500 -5	-0.3%	-$1.37K	0.04%	135
2023 Q2	$370K	Buy	1,505 +3	+0.2%	+$738	0.04%	147
2023 Q1	$344K	Sell	1,502 -9	-0.6%	-$2.06K	0.04%	149
2022 Q4	$362K	Hold	1,511	–	–	0.04%	149
2022 Q3	$248K	Buy	1,511 +31	+2%	+$5.09K	0.03%	159
2022 Q2	$265K	Hold	1,480	–	–	0.03%	172
2022 Q1	$330K	Hold	1,480	–	–	0.04%	151
2021 Q4	$306K	Hold	1,480	–	–	0.03%	152
2021 Q3	$284K	Hold	1,480	–	–	0.04%	150
2021 Q2	$322K	Hold	1,480	–	–	0.04%	145
2021 Q1	$343K	Hold	1,480	–	–	0.05%	134
2020 Q4	$269K	Sell	1,480 -106	-7%	-$19.3K	0.04%	145
2020 Q3	$237K	Hold	1,586	–	–	0.04%	135
2020 Q2	$201K	Buy	+1,586	New	+$201K	0.04%	145
2020 Q1	–	Sell	-1,627	Closed	-$240K	–	149
2019 Q4	$240K	Hold	1,627	–	–	0.04%	148
2019 Q3	$206K	Hold	1,627	–	–	0.04%	155
2019 Q2	$222K	Buy	1,627 +97	+6%	+$13.2K	0.05%	148
2019 Q1	$207K	Sell	1,530 -255	-14%	-$34.5K	0.06%	140
2018 Q4	$227K	Buy	1,785 +255	+17%	+$32.4K	0.07%	130
2018 Q3	$233K	Hold	1,530	–	–	0.07%	143
2018 Q2	$208K	Buy	+1,530	New	+$208K	0.06%	144
2015 Q3	–	Sell	-4,135	Closed	-$351K	–	141
2015 Q2	$351K	Sell	4,135 -414	-9%	-$35.1K	0.26%	123
2015 Q1	$364K	Sell	4,549 -400	-8%	-$32K	0.26%	126
2014 Q4	$453K	Sell	4,949 -135	-3%	-$12.4K	0.31%	119
2014 Q3	$503K	Sell	5,084 -375	-7%	-$37.1K	0.36%	110
2014 Q2	$593K	Sell	5,459 -1,859	-25%	-$202K	0.42%	106
2014 Q1	$727K	Sell	7,318 -2,775	-27%	-$276K	0.48%	93
2013 Q4	$917K	Sell	10,093 -14,170	-58%	-$1.29M	0.48%	79
2013 Q3	$2.02M	Sell	24,263 -1,272	-5%	-$106K	0.71%	52
2013 Q2	$2.11M	Buy	+25,535	New	+$2.11M	0.74%	47