Marble Harbor Investment Counsel’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 | $1.6M | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.2M | Hold |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.35M | Hold |
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|
2023
Q4 | $1.09M | Hold |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $905K | Hold |
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|
2023
Q1 | $842K | Buy |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $600K | Hold |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $621K | Hold |
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|
2021
Q1 | $662K | Hold |
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|
2020
Q4 | $519K | Hold |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $380K | Buy |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $429K | Hold |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $396K | Buy |
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|
2019
Q1 | $369K | Buy |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $415K | Buy |
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|
2018
Q2 | $331K | Hold |
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|
2018
Q1 | $359K | Hold |
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|
2017
Q4 | $384K | Hold |
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|
2017
Q3 | $304K | Hold |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $226K | Hold |
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|
2016
Q4 | $226K | Buy |
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