Curbstone Financial Management Corp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
1,312
-490
-27% -$190K 0.1% 171
2025
Q1
$594K Buy
1,802
+230
+15% +$75.9K 0.13% 150
2024
Q4
$570K Hold
1,572
0.12% 152
2024
Q3
$615K Hold
1,572
0.13% 149
2024
Q2
$524K Buy
+1,572
New +$524K 0.11% 161