CICC
Capital Investment Counsel (Colorado)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Sell |
22,223
-332
| -1% | -$129K | 1.34% | 22 |
|
|
2025
Q1 | $7.44M | Sell |
22,555
-136
| -0.6% | -$44.9K | 1.23% | 30 |
|
|
2024
Q4 | $8.23M | Sell |
22,691
-293
| -1% | -$106K | 1.37% | 23 |
|
|
2024
Q3 | $8.99M | Buy |
22,984
+263
| +1% | +$103K | 1.56% | 18 |
|
|
2024
Q2 | $7.57M | Buy |
22,721
+1,202
| +6% | +$400K | 1.48% | 19 |
|
|
2024
Q1 | $7.89M | Buy |
21,519
+6,799
| +46% | +$2.49M | 1.69% | 18 |
|
|
2023
Q4 | $4.35M | Buy |
+14,720
| New | +$4.35M | 1.64% | 17 |
|