Exchange Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Hold |
7,575
| – | – | 2.33% | 12 |
|
|
2025
Q1 | $2.5M | Hold |
7,575
| – | – | 2.02% | 13 |
|
|
2024
Q4 | $2.75M | Sell |
7,575
-3
| -0% | -$1.09K | 2.21% | 12 |
|
|
2024
Q3 | $2.96M | Hold |
7,578
| – | – | 2.42% | 11 |
|
|
2024
Q2 | $2.52M | Hold |
7,578
| – | – | 2.15% | 11 |
|
|
2024
Q1 | $2.78M | Hold |
7,578
| – | – | 2.28% | 11 |
|
|
2023
Q4 | $2.24M | Sell |
7,578
-49
| -0.6% | -$14.5K | 1.94% | 12 |
|
|
2023
Q3 | $2.08M | Sell |
7,627
-219
| -3% | -$59.8K | 2% | 11 |
|
|
2023
Q2 | $1.93M | Buy |
+7,846
| New | +$1.93M | 1.87% | 15 |
|