Eagle Rock Investment Company’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.6M Hold
2025
Q1
$2.21M Buy
2024
Q4
$2.15M Hold
2024
Q3
$2.32M Hold
2024
Q2
$1.97M Hold
2024
Q1
$2.17M Buy
2023
Q4
$1.53M Hold
2023
Q3
$1.41M Sell
2023
Q2
$1.37M Buy