Farmers & Merchants Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $736K | Buy |
+1,897
| New | +$736K | 0.16% | 111 |
|
2025
Q1 | – | Sell |
-581
| Closed | -$211K | – | 193 |
|
2024
Q4 | $211K | Buy |
+581
| New | +$211K | 0.05% | 183 |
|
2024
Q2 | – | Sell |
-670
| Closed | -$246K | – | 189 |
|
2024
Q1 | $246K | Buy |
+670
| New | +$246K | 0.06% | 171 |
|
2023
Q1 | – | Sell |
-894
| Closed | -$214K | – | 180 |
|
2022
Q4 | $214K | Buy |
+894
| New | +$214K | 0.06% | 154 |
|