Union Savings Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
1,566
-91
| -5% | -$39.9K | 0.32% | 58 |
|
|
2025
Q1 | $546K | Hold |
1,657
| – | – | 0.27% | 69 |
|
|
2024
Q4 | $601K | Sell |
1,657
-49
| -3% | -$17.8K | 0.3% | 63 |
|
|
2024
Q3 | $667K | Sell |
1,706
-75
| -4% | -$29.3K | 0.33% | 65 |
|
|
2024
Q2 | $593K | Sell |
1,781
-48
| -3% | -$16K | 0.31% | 67 |
|
|
2024
Q1 | $670K | Buy |
1,829
+21
| +1% | +$7.7K | 0.35% | 65 |
|
|
2023
Q4 | $535K | Hold |
1,808
| – | – | 0.3% | 74 |
|
|
2023
Q3 | $494K | Buy |
1,808
+274
| +18% | +$74.8K | 0.31% | 76 |
|
|
2023
Q2 | $407K | Buy |
+1,534
| New | +$407K | 0.24% | 87 |
|