TCOT
Trust Company of Toledo’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.91M | Buy |
12,641
+1,150
| +10% | +$446K | 0.54% | 47 |
|
2025
Q1 | $3.79M | Hold |
11,491
| – | – | 0.5% | 53 |
|
2024
Q4 | $4.17M | Buy |
11,491
+1,000
| +10% | +$363K | 0.55% | 47 |
|
2024
Q3 | $4.1M | Buy |
10,491
+261
| +3% | +$102K | 0.56% | 48 |
|
2024
Q2 | $3.41M | Hold |
10,230
| – | – | 0.49% | 55 |
|
2024
Q1 | $3.75M | Sell |
10,230
-446
| -4% | -$163K | 0.59% | 46 |
|
2023
Q4 | $3.16M | Buy |
10,676
+223
| +2% | +$65.9K | 0.54% | 50 |
|
2023
Q3 | $2.85M | Sell |
10,453
-424
| -4% | -$116K | 0.56% | 47 |
|
2023
Q2 | $2.68M | Sell |
10,877
-393
| -3% | -$96.7K | 0.45% | 54 |
|
2023
Q1 | $2.58M | Buy |
11,270
+548
| +5% | +$125K | 0.46% | 54 |
|
2022
Q4 | $2.57K | Buy |
10,722
+203
| +2% | +$49 | 0.49% | 51 |
|
2022
Q3 | $1.73M | Sell |
10,519
-2,500
| -19% | -$410K | 0.34% | 67 |
|
2022
Q2 | $2.33M | Hold |
13,019
| – | – | 0.41% | 60 |
|
2022
Q1 | $2.9M | Sell |
13,019
-15
| -0.1% | -$3.34K | 0.45% | 56 |
|
2021
Q4 | $2.7M | Buy |
13,034
+56
| +0.4% | +$11.6K | 0.4% | 60 |
|
2021
Q3 | $2.49M | Buy |
12,978
+3,675
| +40% | +$705K | 0.41% | 58 |
|
2021
Q2 | $2.03M | Buy |
9,303
+11
| +0.1% | +$2.39K | 0.34% | 75 |
|
2021
Q1 | $2.16M | Buy |
9,292
+94
| +1% | +$21.8K | 0.39% | 66 |
|
2020
Q4 | $1.67M | Buy |
9,198
+725
| +9% | +$132K | 0.32% | 78 |
|
2020
Q3 | $1.26M | Buy |
8,473
+1,000
| +13% | +$149K | 0.28% | 79 |
|
2020
Q2 | $945K | Sell |
7,473
-8
| -0.1% | -$1.01K | 0.22% | 91 |
|
2020
Q1 | $868K | Buy |
7,481
+93
| +1% | +$10.8K | 0.24% | 93 |
|
2019
Q4 | $1.09M | Sell |
7,388
-750
| -9% | -$111K | 0.25% | 92 |
|
2019
Q3 | $1.03M | Buy |
8,138
+2,000
| +33% | +$253K | 0.25% | 93 |
|
2019
Q2 | $837K | Hold |
6,138
| – | – | 0.21% | 102 |
|
2019
Q1 | $832K | Sell |
6,138
-100
| -2% | -$13.6K | 0.21% | 100 |
|
2018
Q4 | $793K | Buy |
6,238
+575
| +10% | +$73.1K | 0.22% | 102 |
|
2018
Q3 | $864K | Hold |
5,663
| – | – | 0.22% | 101 |
|
2018
Q2 | $768K | Sell |
5,663
-129
| -2% | -$17.5K | 0.21% | 103 |
|
2018
Q1 | $854K | Hold |
5,792
| – | – | 0.23% | 98 |
|
2017
Q4 | $913K | Hold |
5,792
| – | – | 0.23% | 96 |
|
2017
Q3 | $722K | Hold |
5,792
| – | – | 0.18% | 114 |
|
2017
Q2 | $622K | Buy |
5,792
+2,561
| +79% | +$275K | 0.16% | 117 |
|
2017
Q1 | $300K | Hold |
3,231
| – | – | 0.08% | 157 |
|
2016
Q4 | $300K | Buy |
3,231
+100
| +3% | +$9.29K | 0.08% | 155 |
|
2016
Q3 | $278K | Hold |
3,131
| – | – | 0.08% | 155 |
|
2016
Q2 | $237K | Sell |
3,131
-575
| -16% | -$43.5K | 0.07% | 161 |
|
2016
Q1 | $284K | Sell |
3,706
-390
| -10% | -$29.9K | 0.09% | 146 |
|
2015
Q4 | $278K | Sell |
4,096
-145
| -3% | -$9.84K | 0.09% | 147 |
|
2015
Q3 | $277K | Sell |
4,241
-200
| -5% | -$13.1K | 0.09% | 154 |
|
2015
Q2 | $376K | Sell |
4,441
-200
| -4% | -$16.9K | 0.11% | 143 |
|
2015
Q1 | $371K | Hold |
4,641
| – | – | 0.11% | 138 |
|
2014
Q4 | $424K | Sell |
4,641
-150
| -3% | -$13.7K | 0.13% | 134 |
|
2014
Q3 | $475K | Sell |
4,791
-36
| -0.7% | -$3.57K | 0.16% | 121 |
|
2014
Q2 | $525K | Hold |
4,827
| – | – | 0.15% | 120 |
|
2014
Q1 | $480K | Sell |
4,827
-4,216
| -47% | -$419K | 0.15% | 123 |
|
2013
Q4 | $821K | Sell |
9,043
-200
| -2% | -$18.2K | 0.27% | 95 |
|
2013
Q3 | $770K | Sell |
9,243
-783
| -8% | -$65.2K | 0.28% | 81 |
|
2013
Q2 | $827K | Buy |
+10,026
| New | +$827K | 0.31% | 82 |
|