Community Financial Services Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$274K Buy
2015
Q3
Sell
2015
Q2
$49K Sell
2015
Q1
$59K Buy
2014
Q4
$53K Buy
2014
Q3
$52K Hold
2014
Q2
$57K Hold
2014
Q1
$53K Buy
2013
Q4
Sell
2013
Q3
$44K Sell
2013
Q2
$75K Buy