Boston Trust Walden’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 | $567K | Hold |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $304K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $219K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $514K | Sell |
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|
2014
Q1 | $480K | Buy |
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|
2013
Q4 | $428K | Hold |
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|
2013
Q3 | $393K | Hold |
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|
2013
Q2 | $388K | Buy |
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