BTW
Boston Trust Walden’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
1,189
-15
| -1% | -$5.82K | ﹤0.01% | 323 |
|
|
2025
Q1 | $397K | Hold |
1,204
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $437K | Sell |
1,204
-30
| -2% | -$10.9K | ﹤0.01% | 323 |
|
|
2024
Q3 | $483K | Sell |
1,234
-300
| -20% | -$117K | ﹤0.01% | 319 |
|
|
2024
Q2 | $511K | Hold |
1,534
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $562K | Buy |
1,534
+300
| +24% | +$110K | ﹤0.01% | 313 |
|
|
2023
Q4 | $365K | Hold |
1,234
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $337K | Hold |
1,234
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $304K | Buy |
+1,234
| New | +$304K | ﹤0.01% | 337 |
|
|
2018
Q4 | – | Sell |
-1,392
| Closed | -$212K | – | 376 |
|
|
2018
Q3 | $212K | Buy |
+1,392
| New | +$212K | ﹤0.01% | 373 |
|
|
2018
Q2 | – | Sell |
-1,392
| Closed | -$205K | – | 377 |
|
|
2018
Q1 | $205K | Hold |
1,392
| – | – | ﹤0.01% | 378 |
|
|
2017
Q4 | $219K | Buy |
+1,392
| New | +$219K | ﹤0.01% | 374 |
|
|
2014
Q3 | – | Sell |
-4,730
| Closed | -$514K | – | 337 |
|
|
2014
Q2 | $514K | Sell |
4,730
-100
| -2% | -$10.9K | 0.01% | 299 |
|
|
2014
Q1 | $480K | Buy |
4,830
+122
| +3% | +$12.1K | 0.01% | 285 |
|
|
2013
Q4 | $428K | Hold |
4,708
| – | – | 0.01% | 295 |
|
|
2013
Q3 | $393K | Hold |
4,708
| – | – | 0.01% | 288 |
|
|
2013
Q2 | $388K | Buy |
+4,708
| New | +$388K | 0.01% | 281 |
|