Missouri Trust & Investment Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
3,649
-5
| -0.1% | -$1.94K | 0.46% | 43 |
|
|
2025
Q1 | $1.21M | Sell |
3,654
-35
| -0.9% | -$11.5K | 0.42% | 55 |
|
|
2024
Q4 | $1.34M | Hold |
3,689
| – | – | 0.47% | 44 |
|
|
2024
Q3 | $1.44M | Sell |
3,689
-5
| -0.1% | -$1.96K | 0.5% | 43 |
|
|
2024
Q2 | $1.23M | Sell |
3,694
-10
| -0.3% | -$3.33K | 0.46% | 47 |
|
|
2024
Q1 | $1.36M | Buy |
3,704
+325
| +10% | +$119K | 0.52% | 43 |
|
|
2023
Q4 | $999K | Sell |
3,379
-100
| -3% | -$29.6K | 0.4% | 56 |
|
|
2023
Q3 | $950K | Sell |
3,479
-10
| -0.3% | -$2.73K | 0.43% | 48 |
|
|
2023
Q2 | $858K | Buy |
3,489
+1,260
| +57% | +$310K | 0.48% | 53 |
|
|
2023
Q1 | $510K | Sell |
2,229
-195
| -8% | -$44.6K | 0.33% | 74 |
|
|
2022
Q4 | $581K | Buy |
2,424
+360
| +17% | +$86.3K | 0.35% | 64 |
|
|
2022
Q3 | $339K | Hold |
2,064
| – | – | 0.22% | 80 |
|
|
2022
Q2 | $369K | Hold |
2,064
| – | – | 0.24% | 81 |
|
|
2022
Q1 | $460K | Sell |
2,064
-245
| -11% | -$54.6K | 0.27% | 79 |
|
|
2021
Q4 | $477K | Buy |
+2,309
| New | +$477K | 0.28% | 77 |
|