Union Savings 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
Q2
$686K Sell
2025
Q1
$546K Hold
2024
Q4
$601K Sell
2024
Q3
$667K Sell
2024
Q2
$593K Sell
2024
Q1
$670K Buy
2023
Q4
$535K Hold
2023
Q3
$494K Buy
2023
Q2
$407K Buy