Estabrook Capital Management’s Caterpillar CAT Stock Holding History

Estabrook Capital Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.7K	Sell	110 -90	-45%	-$34.9K	0.01%	193
2025 Q1	$66K	Hold	200	–	–	0.01%	172
2024 Q4	$72.6K	Hold	200	–	–	0.01%	167
2024 Q3	$78.2K	Hold	200	–	–	0.01%	173
2024 Q2	$66.6K	Hold	200	–	–	0.01%	182
2024 Q1	$73.3K	Hold	200	–	–	0.01%	183
2023 Q4	$59.1K	Hold	200	–	–	0.01%	191
2023 Q3	$54.6K	Sell	200 -100	-33%	-$27.3K	0.01%	190
2023 Q2	$73.8K	Hold	300	–	–	0.01%	179
2023 Q1	$68.7K	Hold	300	–	–	0.01%	189
2022 Q4	$71.9K	Hold	300	–	–	0.01%	189
2022 Q3	$49.2K	Hold	300	–	–	0.01%	204
2022 Q2	$53.6K	Hold	300	–	–	0.01%	205
2022 Q1	$66.8K	Hold	300	–	–	0.01%	206
2021 Q4	$62K	Hold	300	–	–	0.01%	218
2021 Q3	$57.6K	Hold	300	–	–	0.01%	187
2021 Q2	$65.3K	Sell	300 -200	-40%	-$43.5K	0.01%	190
2021 Q1	$116K	Hold	500	–	–	0.02%	161
2020 Q4	$91K	Hold	500	–	–	0.02%	165
2020 Q3	$74.6K	Hold	500	–	–	0.01%	165
2020 Q2	$63.3K	Hold	500	–	–	0.01%	175
2020 Q1	$58K	Hold	500	–	–	0.01%	173
2019 Q4	$73.8K	Hold	500	–	–	0.01%	183
2019 Q3	$63.2K	Hold	500	–	–	0.01%	187
2019 Q2	$68.1K	Hold	500	–	–	0.01%	183
2019 Q1	$67.7K	Hold	500	–	–	0.01%	179
2018 Q4	$63.5K	Hold	500	–	–	0.01%	180
2018 Q3	$76.2K	Hold	500	–	–	0.01%	183
2018 Q2	$67.8K	Sell	500 -1,400	-74%	-$190K	0.01%	190
2018 Q1	$280K	Hold	1,900	–	–	0.04%	117
2017 Q4	$299K	Hold	1,900	–	–	0.05%	118
2017 Q3	$237K	Hold	1,900	–	–	0.04%	129
2017 Q2	$204K	Sell	1,900 -450	-19%	-$48.4K	0.03%	137
2017 Q1	$218K	Hold	2,350	–	–	0.03%	134
2016 Q4	$218K	Sell	2,350 -200	-8%	-$18.5K	0.03%	135
2016 Q3	$226K	Hold	2,550	–	–	0.03%	135
2016 Q2	$193K	Hold	2,550	–	–	0.03%	134
2016 Q1	$195K	Hold	2,550	–	–	0.03%	133
2015 Q4	$173K	Sell	2,550 -400	-14%	-$27.2K	0.03%	143
2015 Q3	$193K	Sell	2,950 -1,960	-40%	-$128K	0.03%	147
2015 Q2	$416K	Sell	4,910 -7,930	-62%	-$673K	0.05%	111
2015 Q1	$1.03M	Sell	12,840 -6,670	-34%	-$534K	0.12%	88
2014 Q4	$1.79M	Sell	19,510 -810	-4%	-$74.1K	0.2%	65
2014 Q3	$2.01M	Sell	20,320 -792	-4%	-$78.4K	0.22%	62
2014 Q2	$2.29M	Sell	21,112 -11,070	-34%	-$1.2M	0.24%	63
2014 Q1	$3.2M	Sell	32,182 -610	-2%	-$60.6K	0.33%	56
2013 Q4	$2.98M	Sell	32,792 -930	-3%	-$84.5K	0.31%	58
2013 Q3	$2.81M	Sell	33,722 -5,636	-14%	-$470K	0.31%	59
2013 Q2	$3.25M	Buy	+39,358	New	+$3.25M	0.34%	57