Schaper Benz & Wise 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 | $324K | Hold |
835
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $275K | Sell |
835
-17
| -2% | -$5.61K | 0.02% | 134 |
|
|
2024
Q4 | $309K | Hold |
852
| – | – | 0.02% | 134 |
|
|
2024
Q3 | $333K | Hold |
852
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $284K | Buy |
852
+108
| +15% | +$36K | 0.02% | 127 |
|
|
2024
Q1 | $273K | Buy |
+744
| New | +$273K | 0.02% | 128 |
|