ERIC
Eagle Rock Investment Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Hold |
6,700
| – | – | 0.41% | 63 |
|
|
2025
Q1 | $2.21M | Buy |
6,700
+775
| +13% | +$256K | 0.38% | 70 |
|
|
2024
Q4 | $2.15M | Hold |
5,925
| – | – | 0.36% | 72 |
|
|
2024
Q3 | $2.32M | Hold |
5,925
| – | – | 0.39% | 66 |
|
|
2024
Q2 | $1.97M | Hold |
5,925
| – | – | 0.36% | 67 |
|
|
2024
Q1 | $2.17M | Buy |
5,925
+750
| +14% | +$275K | 0.4% | 64 |
|
|
2023
Q4 | $1.53M | Hold |
5,175
| – | – | 0.31% | 79 |
|
|
2023
Q3 | $1.41M | Sell |
5,175
-148
| -3% | -$40.4K | 0.32% | 73 |
|
|
2023
Q2 | $1.37M | Buy |
+5,323
| New | +$1.37M | 0.29% | 77 |
|