Bremer Bank National Association’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $236K | Hold |
717
| – | – | 0.04% | 164 |
|
|
2024
Q4 | $260K | Sell |
717
-268
| -27% | -$97.2K | 0.05% | 147 |
|
|
2024
Q3 | $385K | Sell |
985
-266
| -21% | -$104K | 0.07% | 128 |
|
|
2024
Q2 | $417K | Buy |
1,251
+45
| +4% | +$15K | 0.08% | 127 |
|
|
2024
Q1 | $442K | Buy |
1,206
+89
| +8% | +$32.6K | 0.08% | 131 |
|
|
2023
Q4 | $330K | Sell |
1,117
-66
| -6% | -$19.5K | 0.06% | 153 |
|
|
2023
Q3 | $323K | Buy |
1,183
+66
| +6% | +$18K | 0.06% | 156 |
|
|
2023
Q2 | $275K | Hold |
1,117
| – | – | 0.05% | 172 |
|
|
2023
Q1 | $256K | Hold |
1,117
| – | – | 0.05% | 173 |
|
|
2022
Q4 | $268K | Buy |
+1,117
| New | +$268K | 0.05% | 182 |
|
|
2022
Q3 | – | Sell |
-1,567
| Closed | -$280K | – | 196 |
|
|
2022
Q2 | $280K | Sell |
1,567
-50
| -3% | -$8.93K | 0.05% | 176 |
|
|
2022
Q1 | $360K | Hold |
1,617
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $334K | Sell |
1,617
-496
| -23% | -$102K | 0.06% | 180 |
|
|
2021
Q3 | $406K | Buy |
2,113
+437
| +26% | +$84K | 0.08% | 139 |
|
|
2021
Q2 | $365K | Hold |
1,676
| – | – | 0.08% | 152 |
|
|
2021
Q1 | $388K | Hold |
1,676
| – | – | 0.09% | 147 |
|
|
2020
Q4 | $305K | Buy |
1,676
+88
| +6% | +$16K | 0.07% | 162 |
|
|
2020
Q3 | $237K | Buy |
+1,588
| New | +$237K | 0.06% | 174 |
|
|
2020
Q1 | – | Sell |
-1,488
| Closed | -$220K | – | 196 |
|
|
2019
Q4 | $220K | Sell |
1,488
-111
| -7% | -$16.4K | 0.05% | 205 |
|
|
2019
Q3 | $202K | Hold |
1,599
| – | – | 0.04% | 211 |
|
|
2019
Q2 | $218K | Buy |
1,599
+288
| +22% | +$39.3K | 0.05% | 222 |
|
|
2019
Q1 | $183K | Buy |
+1,311
| New | +$183K | 0.04% | 260 |
|