Trustco Bank (New York)’s Caterpillar CAT Stock Holding History

Trustco Bank (New York)’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Buy	1,318 +200	+18%	+$77.6K	0.5%	48
2025 Q1	$369K	Sell	1,118 -113	-9%	-$37.3K	0.4%	53
2024 Q4	$447K	Hold	1,231	–	–	0.48%	49
2024 Q3	$481K	Hold	1,231	–	–	0.48%	49
2024 Q2	$410K	Hold	1,231	–	–	0.44%	49
2024 Q1	$451K	Sell	1,231 -150	-11%	-$55K	0.47%	49
2023 Q4	$408K	Sell	1,381 -210	-13%	-$62.1K	0.44%	54
2023 Q3	$434K	Hold	1,591	–	–	0.49%	50
2023 Q2	$391K	Hold	1,591	–	–	0.42%	53
2023 Q1	$364K	Sell	1,591 -150	-9%	-$34.3K	0.4%	52
2022 Q4	$417K	Sell	1,741 -12	-0.7%	-$2.88K	0.46%	51
2022 Q3	$288K	Sell	1,753 -200	-10%	-$32.9K	0.35%	55
2022 Q2	$350K	Sell	1,953 -60	-3%	-$10.8K	0.38%	54
2022 Q1	$448K	Hold	2,013	–	–	0.44%	50
2021 Q4	$416K	Buy	2,013 +50	+3%	+$10.3K	0.36%	55
2021 Q3	$377K	Hold	1,963	–	–	0.35%	57
2021 Q2	$427K	Hold	1,963	–	–	0.38%	56
2021 Q1	$455K	Hold	1,963	–	–	0.38%	55
2020 Q4	$357K	Buy	1,963 +200	+11%	+$36.4K	0.31%	62
2020 Q3	$263K	Buy	+1,763	New	+$263K	0.31%	61
2020 Q1	–	Sell	-1,463	Closed	-$216K	–	61
2019 Q4	$216K	Sell	1,463 -200	-12%	-$29.5K	0.23%	66
2019 Q3	$211K	Hold	1,663	–	–	0.23%	66
2019 Q2	$227K	Hold	1,663	–	–	0.25%	66
2019 Q1	$225K	Buy	+1,663	New	+$225K	0.25%	64
2018 Q4	–	Sell	-1,663	Closed	-$254K	–	52
2018 Q3	$254K	Hold	1,663	–	–	0.28%	63
2018 Q2	$225K	Hold	1,663	–	–	0.23%	64
2018 Q1	$245K	Hold	1,663	–	–	0.25%	62
2017 Q4	$262K	Hold	1,663	–	–	0.27%	59
2017 Q3	$208K	Sell	1,663 -200	-11%	-$25K	0.2%	70
2017 Q2	$200K	Buy	+1,863	New	+$200K	0.2%	72
2015 Q1	–	Sell	-2,243	Closed	-$205K	–	66
2014 Q4	$205K	Hold	2,243	–	–	0.19%	66
2014 Q3	$222K	Hold	2,243	–	–	0.2%	65
2014 Q2	$244K	Hold	2,243	–	–	0.23%	60
2014 Q1	$222K	Sell	2,243 -300	-12%	-$29.7K	0.21%	63
2013 Q4	$231K	Sell	2,543 -100	-4%	-$9.08K	0.21%	64
2013 Q3	$220K	Sell	2,643 -200	-7%	-$16.6K	0.22%	63
2013 Q2	$234K	Buy	+2,843	New	+$234K	0.22%	63