Nicolet Bankshares’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.19M | Hold |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $973K | Hold |
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|
2023
Q3 | $898K | Hold |
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|
2023
Q2 | $810K | Hold |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $618K | Hold |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $766K | Hold |
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|
2021
Q1 | $816K | Buy |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $458K | Buy |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $404K | Hold |
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|
2019
Q4 | $515K | Sell |
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|
2019
Q3 | $443K | Sell |
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|
2019
Q2 | $485K | Hold |
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|
2019
Q1 | $482K | Hold |
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|
2018
Q4 | $452K | Sell |
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|
2018
Q3 | $548K | Hold |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $529K | Sell |
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|
2017
Q4 | $578K | Sell |
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|
2017
Q3 | $491K | Sell |
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|
2017
Q2 | $436K | Buy |
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|
2017
Q1 | $358K | Buy |
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|
2016
Q4 | $341K | Buy |
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|
2016
Q3 | $307K | Buy |
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|
2016
Q2 | $260K | Hold |
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|
2016
Q1 | $262K | Hold |
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|
2015
Q4 | $213K | Buy |
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