SL
Sentry LLC’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
19,827
-77
| -0.4% | -$29.9K | 1.53% | 6 |
|
|
2025
Q1 | $6.56M | Buy |
19,904
+1,623
| +9% | +$535K | 1.28% | 8 |
|
|
2024
Q4 | $6.63M | Sell |
18,281
-2,490
| -12% | -$903K | 1.29% | 7 |
|
|
2024
Q3 | $8.12M | Sell |
20,771
-2,633
| -11% | -$1.03M | 1.57% | 6 |
|
|
2024
Q2 | $7.8M | Sell |
23,404
-32
| -0.1% | -$10.7K | 1.44% | 5 |
|
|
2024
Q1 | $8.59M | Sell |
23,436
-54
| -0.2% | -$19.8K | 1.62% | 5 |
|
|
2023
Q4 | $6.95M | Buy |
23,490
+3
| +0% | +$887 | 1.48% | 6 |
|
|
2023
Q3 | $6.41M | Buy |
23,487
+1
| +0% | +$273 | 1.35% | 8 |
|
|
2023
Q2 | $5.78M | Buy |
23,486
+3
| +0% | +$738 | 1.26% | 11 |
|
|
2023
Q1 | $5.37M | Buy |
+23,483
| New | +$5.37M | 1.26% | 11 |
|