Sterling Investment Counsel’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2025
Q2
$259K Sell
2025
Q1
$357K Buy
2024
Q4
$227K Sell
2024
Q3
$407K Buy
2024
Q2
$246K Hold
2024
Q1
$271K Buy
2023
Q4
$217K Hold
2023
Q3
$200K Buy