Montecito Bank & Trust’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 | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $932K | Buy |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $850K | Hold |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $675K | Buy |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $732K | Hold |
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|
2021
Q3 | $679K | Hold |
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|
2021
Q2 | $771K | Buy |
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|
2021
Q1 | $820K | Hold |
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|
2020
Q4 | $644K | Buy |
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|
2020
Q3 | $524K | Hold |
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|
2020
Q2 | $444K | Hold |
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|
2020
Q1 | $407K | Hold |
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|
2019
Q4 | $518K | Hold |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $478K | Hold |
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|
2019
Q1 | $475K | Hold |
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|
2018
Q4 | $446K | Buy |
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|
2018
Q3 | $529K | Sell |
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|
2018
Q2 | $653K | Sell |
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|
2018
Q1 | $768K | Buy |
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|
2017
Q4 | $541K | Sell |
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|
2017
Q3 | $437K | Sell |
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|
2017
Q2 | $384K | Sell |
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|
2017
Q1 | $334K | Sell |
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|
2016
Q4 | $364K | Buy |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $213K | Buy |
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