Essex Savings Bank’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 | $2.25M | Sell |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $1.79M | Hold |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $837K | Buy |
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|
2020
Q2 | $684K | Buy |
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|
2020
Q1 | $618K | Sell |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $774K | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $793K | Buy |
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|
2018
Q4 | $731K | Buy |
|