Thomas Story & Son’s Caterpillar CAT Stock Holding History

Thomas Story & Son’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$644K	Hold
2025 Q2	$524K	Hold
2025 Q1	$445K	Hold
2024 Q4	$490K	Hold
2024 Q3	$528K	Sell
2024 Q2	$566K	Hold
2024 Q1	$623K	Hold
2023 Q4	$503K	Hold
2023 Q3	$464K	Hold
2023 Q2	$418K	Hold
2023 Q1	$389K	Hold
2022 Q4	$407K	Hold
2022 Q3	$279K	Hold
2022 Q2	$304K	Hold
2022 Q1	$379K	Sell
2021 Q4	$2.09M	Hold
2021 Q3	$1.94M	Hold
2021 Q2	$2.2M	Hold
2021 Q1	$2.34M	Hold
2020 Q4	$1.84M	Hold
2020 Q3	$1.51M	Hold
2020 Q2	$1.28M	Hold
2020 Q1	$1.17M	Hold
2019 Q4	$1.49M	Hold
2019 Q3	$1.28M	Sell
2019 Q2	$1.42M	Buy
2019 Q1	$1.14M	Hold
2018 Q4	$1.07M	Hold
2018 Q3	$1.28M	Hold
2018 Q2	$1.14M	Hold
2018 Q1	$1.24M	Hold
2017 Q4	$1.32M	Hold
2017 Q3	$1.05M	Hold
2017 Q2	$903K	Hold
2017 Q1	$779K	Hold
2016 Q4	$779K	Hold
2016 Q3	$746K	Hold
2016 Q2	$637K	Hold
2016 Q1	$643K	Hold
2015 Q4	$571K	Hold
2015 Q3	$549K	Hold
2015 Q2	$712K	Hold
2015 Q1	$672K	Hold
2014 Q4	$769K	Hold
2014 Q3	$832K	Hold
2014 Q2	$913K	Hold
2014 Q1	$835K	Hold
2013 Q4	$763K	Hold
2013 Q3	$701K	Hold
2013 Q2	$693K	Buy