Phocas Financial Corp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2023
Q2
Sell
2023
Q1
$228K Buy
2022
Q4
$155K Buy
2013
Q4
Sell
2013
Q3
$289K Hold
2013
Q2
$286K Buy