Indiana Trust & Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
7,549
+95
| +1% | +$36.9K | 0.97% | 18 |
|
|
2025
Q1 | $2.46M | Buy |
7,454
+155
| +2% | +$51.1K | 0.89% | 20 |
|
|
2024
Q4 | $2.65M | Buy |
7,299
+725
| +11% | +$263K | 0.9% | 20 |
|
|
2024
Q3 | $2.57M | Buy |
6,574
+1,094
| +20% | +$428K | 0.88% | 21 |
|
|
2024
Q2 | $1.83M | Buy |
5,480
+64
| +1% | +$21.3K | 0.67% | 30 |
|
|
2024
Q1 | $1.98M | Sell |
5,416
-85
| -2% | -$31.1K | 0.8% | 26 |
|
|
2023
Q4 | $1.63M | Buy |
5,501
+224
| +4% | +$66.2K | 0.73% | 33 |
|
|
2023
Q3 | $1.44M | Sell |
5,277
-45
| -0.8% | -$12.3K | 0.73% | 33 |
|
|
2023
Q2 | $1.31M | Buy |
5,322
+413
| +8% | +$102K | 0.67% | 31 |
|
|
2023
Q1 | $1.12M | Buy |
4,909
+39
| +0.8% | +$8.93K | 0.61% | 33 |
|
|
2022
Q4 | $1.17K | Buy |
4,870
+954
| +24% | +$229 | 0.66% | 37 |
|
|
2022
Q3 | $643K | Buy |
3,916
+438
| +13% | +$71.9K | 0.39% | 51 |
|
|
2022
Q2 | $622K | Buy |
3,478
+182
| +6% | +$32.5K | 0.35% | 54 |
|
|
2022
Q1 | $734K | Sell |
3,296
-100
| -3% | -$22.3K | 0.35% | 56 |
|
|
2021
Q4 | $702K | Buy |
3,396
+50
| +1% | +$10.3K | 0.32% | 58 |
|
|
2021
Q3 | $642K | Sell |
3,346
-52
| -2% | -$9.98K | 0.32% | 56 |
|
|
2021
Q2 | $619K | Buy |
3,398
+252
| +8% | +$45.9K | 0.34% | 52 |
|
|
2021
Q1 | $729K | Sell |
3,146
-252
| -7% | -$58.4K | 0.39% | 51 |
|
|
2020
Q4 | $619K | Hold |
3,398
| – | – | 0.34% | 52 |
|
|
2020
Q3 | $507K | Sell |
3,398
-200
| -6% | -$29.8K | 0.3% | 58 |
|
|
2020
Q2 | $455K | Hold |
3,598
| – | – | 0.28% | 61 |
|
|
2020
Q1 | $418K | Buy |
3,598
+190
| +6% | +$22.1K | 0.3% | 63 |
|
|
2019
Q4 | $503K | Buy |
3,408
+125
| +4% | +$18.4K | 0.28% | 66 |
|
|
2019
Q3 | $415K | Buy |
3,283
+290
| +10% | +$36.7K | 0.23% | 77 |
|
|
2019
Q2 | $408K | Buy |
2,993
+930
| +45% | +$127K | 0.22% | 79 |
|
|
2019
Q1 | $280K | Buy |
2,063
+100
| +5% | +$13.6K | 0.15% | 97 |
|
|
2018
Q4 | $249K | Buy |
1,963
+78
| +4% | +$9.89K | 0.14% | 95 |
|
|
2018
Q3 | $287K | Sell |
1,885
-178
| -9% | -$27.1K | 0.13% | 100 |
|
|
2018
Q2 | $280K | Buy |
2,063
+88
| +4% | +$11.9K | 0.13% | 100 |
|
|
2018
Q1 | $291K | Buy |
1,975
+500
| +34% | +$73.7K | 0.14% | 98 |
|
|
2017
Q4 | $233K | Buy |
+1,475
| New | +$233K | 0.11% | 111 |
|
|
2016
Q1 | – | Sell |
-2,935
| Closed | -$268K | – | 125 |
|
|
2015
Q4 | $268K | Buy |
+2,935
| New | +$268K | 0.14% | 95 |
|
|
2015
Q3 | – | Sell |
-2,685
| Closed | -$228K | – | 122 |
|
|
2015
Q2 | $228K | Buy |
2,685
+90
| +3% | +$7.64K | 0.12% | 112 |
|
|
2015
Q1 | $208K | Sell |
2,595
-340
| -12% | -$27.3K | 0.11% | 111 |
|
|
2014
Q4 | $268K | Sell |
2,935
-1,260
| -30% | -$115K | 0.14% | 95 |
|
|
2014
Q3 | $416K | Sell |
4,195
-100
| -2% | -$9.92K | 0.22% | 82 |
|
|
2014
Q2 | $467K | Sell |
4,295
-375
| -8% | -$40.8K | 0.27% | 78 |
|
|
2014
Q1 | $464K | Sell |
4,670
-1,880
| -29% | -$187K | 0.29% | 74 |
|
|
2013
Q4 | $595K | Buy |
6,550
+50
| +0.8% | +$4.54K | 0.34% | 65 |
|
|
2013
Q3 | $542K | Sell |
6,500
-100
| -2% | -$8.34K | 0.33% | 68 |
|
|
2013
Q2 | $544K | Buy |
+6,600
| New | +$544K | 0.45% | 65 |
|