Sterling 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 | $259K | Sell |
667
-414
| -38% | -$161K | 0.15% | 112 |
|
|
2025
Q1 | $357K | Buy |
1,081
+456
| +73% | +$150K | 0.12% | 118 |
|
|
2024
Q4 | $227K | Sell |
625
-415
| -40% | -$151K | 0.15% | 109 |
|
|
2024
Q3 | $407K | Buy |
1,040
+301
| +41% | +$118K | 0.15% | 102 |
|
|
2024
Q2 | $246K | Hold |
739
| – | – | 0.1% | 139 |
|
|
2024
Q1 | $271K | Buy |
739
+5
| +0.7% | +$1.83K | 0.13% | 127 |
|
|
2023
Q4 | $217K | Hold |
734
| – | – | 0.11% | 144 |
|
|
2023
Q3 | $200K | Buy |
+734
| New | +$200K | 0.11% | 149 |
|