Exchange 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
Q3
$3.93M Buy
2025
Q2
$2.94M Hold
2025
Q1
$2.5M Hold
2024
Q4
$2.75M Sell
2024
Q3
$2.96M Hold
2024
Q2
$2.52M Hold
2024
Q1
$2.78M Hold
2023
Q4
$2.24M Sell
2023
Q3
$2.08M Sell
2023
Q2
$1.93M Buy