Sage Investment Counsel’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Buy
2,075
+1
+0% +$388 0.93% 32
2025
Q1
$684K Buy
2,074
+60
+3% +$19.8K 0.87% 33
2024
Q4
$731K Buy
+2,014
New +$731K 0.95% 25