Harbour Trust & Investment Management’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
$773K Sell
2025
Q2
$650K Hold
2025
Q1
$552K Sell
2024
Q4
$658K Sell
2024
Q3
$719K Sell
2024
Q2
$653K Sell
2024
Q1
$784K Sell
2023
Q4
$662K Buy