Sanibel Captiva Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
38,530
-3,149
| -8% | -$1.22M | 0.46% | 64 |
|
|
2025
Q1 | $13.7M | Sell |
41,679
-4,650
| -10% | -$1.53M | 0.45% | 63 |
|
|
2024
Q4 | $16.8M | Buy |
46,329
+942
| +2% | +$342K | 0.54% | 52 |
|
|
2024
Q3 | $17.8M | Sell |
45,387
-1,119
| -2% | -$438K | 0.57% | 49 |
|
|
2024
Q2 | $15.5M | Buy |
46,506
+133
| +0.3% | +$44.3K | 0.53% | 51 |
|
|
2024
Q1 | $17M | Sell |
46,373
-171
| -0.4% | -$62.7K | 0.58% | 47 |
|
|
2023
Q4 | $13.8M | Buy |
+46,544
| New | +$13.8M | 0.51% | 54 |
|