Chicago Trust’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 | $582K | Sell |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $650K | Sell |
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|
2024
Q3 | $852K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $871K | Buy |
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|
2022
Q4 | $715K | Sell |
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|
2022
Q3 | $492K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $2.18M | Hold |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $973K | Sell |
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|
2020
Q4 | $838K | Sell |
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|
2020
Q3 | $698K | Buy |
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|
2020
Q2 | $586K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.35M | Sell |
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|
2016
Q1 | $1.44M | Buy |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $896K | Buy |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $898K | Buy |
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