Laurie J. Hall Trustee’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 | $836K | Sell |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $901K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $209K | Buy |
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|
2019
Q4 | $220K | Hold |
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $202K | Hold |
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|
2018
Q4 | $197K | Hold |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $202K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $198K | Hold |
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|
2017
Q2 | $171K | Sell |
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|
2017
Q1 | $164K | Hold |
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|
2016
Q4 | $162K | Buy |
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|
2016
Q2 | $143K | Hold |
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|
2016
Q1 | $144K | Hold |
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|
2015
Q4 | $120K | Buy |
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