Umpqua Bank’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
$3.85M Buy
2025
Q2
$2.79M Sell
2025
Q1
$2.38M Sell
2024
Q4
$2.7M Sell
2024
Q3
$2.86M Sell
2024
Q2
$2.51M Buy
2024
Q1
$2.73M Buy