ERIM
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Eagle Ridge Investment Management’s Caterpillar CAT Stock Holding History

Eagle Ridge Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,533
Closed -$410K – 125
2020
Q1 		$410K Hold
3,533
– – 0.07% 91
2019
Q4 		$522K Hold
3,533
– – 0.07% 96
2019
Q3 		$446K Hold
3,533
– – 0.06% 105
2019
Q2 		$482K Hold
3,533
– – 0.07% 102
2019
Q1 		$479K Hold
3,533
– – 0.07% 104
2018
Q4 		$449K Hold
3,533
– – 0.08% 105
2018
Q3 		$539K Hold
3,533
– – 0.08% 107
2018
Q2 		$479K Hold
3,533
– – 0.07% 113
2018
Q1 		$521K Hold
3,533
– – 0.08% 107
2017
Q4 		$557K Hold
3,533
– – 0.09% 108
2017
Q3 		$441K Buy
+3,533
New +$407K 0.07% 114

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