NorthRock Partners’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 | $5.98M | Buy |
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|
2025
Q2 | $3.9M | Sell |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $3.65M | Sell |
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|
2024
Q3 | $4.01M | Buy |
|
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.5M | Buy |
|
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $1.41M | Buy |
|
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $941K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $973K | Buy |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $619K | Sell |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $391K | Buy |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $390K | Buy |
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