PCTC
Perkins Coie Trust Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
5,588
-306
| -5% | -$119K | 0.37% | 57 |
|
|
2025
Q1 | $1.94M | Sell |
5,894
-259
| -4% | -$85.4K | 0.44% | 57 |
|
|
2024
Q4 | $2.23M | Sell |
6,153
-208
| -3% | -$75.5K | 0.49% | 55 |
|
|
2024
Q3 | $2.49M | Buy |
6,361
+83
| +1% | +$32.5K | 0.55% | 54 |
|
|
2024
Q2 | $2.09M | Buy |
6,278
+5,267
| +521% | +$1.75M | 0.49% | 56 |
|
|
2024
Q1 | $370K | Hold |
1,011
| – | – | 0.09% | 81 |
|
|
2023
Q4 | $299K | Sell |
1,011
-3
| -0.3% | -$887 | 0.08% | 86 |
|
|
2023
Q3 | $277K | Buy |
+1,014
| New | +$277K | 0.08% | 86 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 234 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 252 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 263 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 227 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 237 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 236 |
|
|
2020
Q2 | $1K | Sell |
10
-915
| -99% | -$91.5K | ﹤0.01% | 258 |
|
|
2020
Q1 | $107K | Buy |
925
+511
| +123% | +$59.1K | 0.05% | 110 |
|
|
2019
Q4 | $61K | Hold |
414
| – | – | 0.03% | 157 |
|
|
2019
Q3 | $52K | Hold |
414
| – | – | 0.02% | 163 |
|
|
2019
Q2 | $56K | Sell |
414
-186
| -31% | -$25.2K | 0.03% | 154 |
|
|
2019
Q1 | $81K | Hold |
600
| – | – | 0.04% | 131 |
|
|
2018
Q4 | $76K | Hold |
600
| – | – | 0.04% | 130 |
|
|
2018
Q3 | $91K | Hold |
600
| – | – | 0.04% | 134 |
|
|
2018
Q2 | $81K | Hold |
600
| – | – | 0.04% | 136 |
|
|
2018
Q1 | $88K | Hold |
600
| – | – | 0.04% | 133 |
|
|
2017
Q4 | $95K | Hold |
600
| – | – | 0.05% | 128 |
|
|
2017
Q3 | $75K | Hold |
600
| – | – | 0.04% | 135 |
|
|
2017
Q2 | $64K | Buy |
+600
| New | +$64K | 0.03% | 146 |
|