Grove Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
1,751
-35
| -2% | -$13.6K | 0.08% | 141 |
|
|
2025
Q1 | $589K | Buy |
1,786
+400
| +29% | +$132K | 0.08% | 155 |
|
|
2024
Q4 | $503K | Sell |
1,386
-96
| -6% | -$34.8K | 0.07% | 154 |
|
|
2024
Q3 | $580K | Sell |
1,482
-43
| -3% | -$16.8K | 0.09% | 148 |
|
|
2024
Q2 | $508K | Hold |
1,525
| – | – | 0.08% | 147 |
|
|
2024
Q1 | $559K | Hold |
1,525
| – | – | 0.09% | 140 |
|
|
2023
Q4 | $451K | Sell |
1,525
-1
| -0.1% | -$296 | 0.08% | 154 |
|
|
2023
Q3 | $417K | Sell |
1,526
-100
| -6% | -$27.3K | 0.08% | 154 |
|
|
2023
Q2 | $400K | Buy |
1,626
+17
| +1% | +$4.18K | 0.08% | 154 |
|
|
2023
Q1 | $368K | Sell |
1,609
-157
| -9% | -$35.9K | 0.08% | 167 |
|
|
2022
Q4 | $423K | Buy |
1,766
+14
| +0.8% | +$3.35K | 0.09% | 162 |
|
|
2022
Q3 | $287K | Hold |
1,752
| – | – | 0.07% | 179 |
|
|
2022
Q2 | $313K | Sell |
1,752
-53
| -3% | -$9.47K | 0.07% | 169 |
|
|
2022
Q1 | $402K | Buy |
1,805
+104
| +6% | +$23.2K | 0.08% | 164 |
|
|
2021
Q4 | $352K | Hold |
1,701
| – | – | 0.07% | 180 |
|
|
2021
Q3 | $327K | Sell |
1,701
-75
| -4% | -$14.4K | 0.07% | 182 |
|
|
2021
Q2 | $387K | Sell |
1,776
-5
| -0.3% | -$1.09K | 0.08% | 156 |
|
|
2021
Q1 | $413K | Buy |
+1,781
| New | +$413K | 0.1% | 148 |
|
|
2018
Q1 | – | Sell |
-626
| Closed | -$99K | – | 203 |
|
|
2017
Q4 | $99K | Buy |
626
+131
| +26% | +$20.7K | 0.04% | 220 |
|
|
2017
Q3 | $62K | Buy |
495
+200
| +68% | +$25.1K | 0.03% | 279 |
|
|
2017
Q2 | $32K | Buy |
295
+135
| +84% | +$14.6K | 0.02% | 318 |
|
|
2017
Q1 | $15K | Hold |
160
| – | – | 0.01% | 315 |
|
|
2016
Q4 | $15K | Buy |
+160
| New | +$15K | 0.01% | 339 |
|