Morton Community Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+597
| New | +$232K | 0.06% | 108 |
|
|
2025
Q1 | – | Sell |
-1,493
| Closed | -$542K | – | 111 |
|
|
2024
Q4 | $542K | Buy |
1,493
+647
| +76% | +$235K | 0.14% | 100 |
|
|
2024
Q3 | $331K | Buy |
846
+99
| +13% | +$38.7K | 0.09% | 102 |
|
|
2024
Q2 | $249K | Sell |
747
-850
| -53% | -$283K | 0.07% | 105 |
|
|
2024
Q1 | $585K | Buy |
1,597
+800
| +100% | +$293K | 0.17% | 96 |
|
|
2023
Q4 | $236K | Buy |
+797
| New | +$236K | 0.08% | 108 |
|