NorthCrest Asset Manangement’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
$29.9M Sell
2025
Q1
$25.1M Buy
2024
Q4
$27.2M Buy
2024
Q3
$29M Buy
2024
Q2
$24.4M Buy
2024
Q1
$26.5M Buy
2023
Q4
$21.2M Buy
2023
Q3
$19.6M Sell
2023
Q2
$17.8M Sell
2023
Q1
$16.7M Buy
2022
Q4
$17.2M Sell
2022
Q3
$12.1M Buy
2022
Q2
$12.9M Buy
2022
Q1
$15.8M Buy
2021
Q4
$14.3M Buy