Dakota Community Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $179K | Buy |
543
+35
| +7% | +$11.5K | 0.86% | 48 |
|
|
2024
Q4 | $184K | Buy |
508
+15
| +3% | +$5.44K | 0.88% | 50 |
|
|
2024
Q3 | $193K | Hold |
493
| – | – | 0.97% | 43 |
|
|
2024
Q2 | $164K | Sell |
493
-20
| -4% | -$6.66K | 0.88% | 44 |
|
|
2024
Q1 | $188K | Sell |
513
-17
| -3% | -$6.23K | 1.02% | 38 |
|
|
2023
Q4 | $157K | Buy |
530
+31
| +6% | +$9.17K | 0.88% | 42 |
|
|
2023
Q3 | $136K | Sell |
499
-6
| -1% | -$1.64K | 0.87% | 45 |
|
|
2023
Q2 | $124K | Sell |
505
-60
| -11% | -$14.8K | 0.73% | 50 |
|
|
2023
Q1 | $129K | Hold |
565
| – | – | 0.8% | 52 |
|
|
2022
Q4 | $135K | Hold |
565
| – | – | 0.77% | 51 |
|
|
2022
Q3 | $93K | Buy |
+565
| New | +$93K | 0.65% | 60 |
|