Norris Perne & French’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$229K Buy
2017
Q1
Sell
2016
Q4
$224K Buy
2015
Q3
Sell
2015
Q2
$269K Sell
2015
Q1
$262K Buy
2014
Q4
$253K Buy
2014
Q3
$249K Sell
2014
Q2
$328K Hold
2014
Q1
$300K Sell
2013
Q4
$410K Sell
2013
Q3
$433K Buy
2013
Q2
$364K Buy