Pettee Investors’s Caterpillar CAT Stock Holding History

Pettee Investors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Hold	783	–	–	0.18%	94
2025 Q1	$258K	Sell	783 -125	-14%	-$41.2K	0.15%	99
2024 Q4	$329K	Hold	908	–	–	0.17%	105
2024 Q3	$355K	Hold	908	–	–	0.17%	98
2024 Q2	$302K	Hold	908	–	–	0.15%	102
2024 Q1	$333K	Hold	908	–	–	0.14%	100
2023 Q4	$268K	Hold	908	–	–	0.12%	110
2023 Q3	$248K	Hold	908	–	–	0.12%	111
2023 Q2	$223K	Hold	908	–	–	0.1%	115
2023 Q1	$208K	Hold	908	–	–	0.1%	117
2022 Q4	$218K	Buy	+908	New	+$218K	0.11%	111
2022 Q2	–	Sell	-908	Closed	-$202K	–	118
2022 Q1	$202K	Buy	+908	New	+$202K	0.09%	121
2021 Q2	–	Sell	-908	Closed	-$211K	–	125
2021 Q1	$211K	Sell	908 -500	-36%	-$116K	0.1%	121
2020 Q4	$256K	Hold	1,408	–	–	0.14%	113
2020 Q3	$210K	Buy	+1,408	New	+$210K	0.12%	111
2020 Q1	–	Sell	-1,707	Closed	-$252K	–	107
2019 Q4	$252K	Hold	1,707	–	–	0.14%	110
2019 Q3	$216K	Sell	1,707 -250	-13%	-$31.6K	0.14%	114
2019 Q2	$267K	Hold	1,957	–	–	0.17%	107
2019 Q1	$265K	Sell	1,957 -250	-11%	-$33.9K	0.17%	106
2018 Q4	$280K	Sell	2,207 -125	-5%	-$15.9K	0.2%	100
2018 Q3	$356K	Hold	2,332	–	–	0.21%	101
2018 Q2	$316K	Hold	2,332	–	–	0.2%	102
2018 Q1	$344K	Hold	2,332	–	–	0.21%	102
2017 Q4	$367K	Hold	2,332	–	–	0.22%	102
2017 Q3	$291K	Hold	2,332	–	–	0.19%	105
2017 Q2	$251K	Hold	2,332	–	–	0.22%	58
2017 Q1	$216K	Hold	2,332	–	–	0.2%	60
2016 Q4	$216K	Hold	2,332	–	–	0.21%	58
2016 Q3	$207K	Buy	+2,332	New	+$207K	0.2%	62
2015 Q3	–	Sell	-2,365	Closed	-$201K	–	61
2015 Q2	$201K	Buy	+2,365	New	+$201K	0.2%	59
2015 Q1	–	Sell	-2,398	Closed	-$219K	–	60
2014 Q4	$219K	Hold	2,398	–	–	0.21%	54
2014 Q3	$237K	Hold	2,398	–	–	0.23%	52
2014 Q2	$261K	Hold	2,398	–	–	0.24%	52
2014 Q1	$238K	Hold	2,398	–	–	0.22%	52
2013 Q4	$218K	Buy	+2,398	New	+$218K	0.2%	54