St Louis Trust’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
668
0.03% 111
2025
Q1
$220K Buy
+668
New +$220K 0.03% 115
2024
Q3
Sell
-668
Closed -$223K 112
2024
Q2
$223K Hold
668
0.03% 117
2024
Q1
$245K Buy
+668
New +$245K 0.04% 113