Roberts, Glore & Co’s Caterpillar CAT Stock Holding History

Roberts, Glore & Co’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Hold
2025 Q1	$235K	Hold
2024 Q4	$259K	Hold
2024 Q3	$279K	Hold
2024 Q2	$238K	Hold
2024 Q1	$262K	Hold
2023 Q4	$211K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Buy
2021 Q2	–	Sell
2021 Q1	$212K	Buy