City State Bank’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
4,483
-30
-0.7% -$11.6K 0.55% 46
2025
Q1
$1.49M Sell
4,513
-37
-0.8% -$12.2K 0.49% 46
2024
Q4
$1.65M Buy
4,550
+614
+16% +$223K 0.58% 43
2024
Q3
$1.54M Sell
3,936
-13
-0.3% -$5.09K 0.56% 44
2024
Q2
$1.32M Sell
3,949
-10
-0.3% -$3.33K 0.54% 44
2024
Q1
$1.45M Sell
3,959
-20
-0.5% -$7.33K 0.64% 39
2023
Q4
$1.18M Sell
3,979
-26
-0.6% -$7.68K 0.59% 42
2023
Q3
$1.09M Sell
4,005
-207
-5% -$56.5K 0.6% 44
2023
Q2
$1.04M Sell
4,212
-18
-0.4% -$4.43K 0.56% 47
2023
Q1
$968K Sell
4,230
-298
-7% -$68.2K 0.55% 48
2022
Q4
$1.09M Sell
4,528
-77
-2% -$18.5K 0.67% 40
2022
Q3
$756K Buy
4,605
+61
+1% +$10K 0.53% 52
2022
Q2
$812K Sell
4,544
-47
-1% -$8.4K 0.57% 50
2022
Q1
$1.02M Buy
4,591
+38
+0.8% +$8.47K 0.62% 44
2021
Q4
$941K Buy
+4,553
New +$941K 0.58% 51