Van Strum & Towne’s Caterpillar CAT Stock Holding History

Van Strum & Towne’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	$1.54M	Hold	3,965	–	–	0.49%	46
2025 Q1	$1.31M	Buy	3,965 +970	+32%	+$320K	0.44%	45
2024 Q4	$1.09M	Buy	2,995 +350	+13%	+$127K	0.38%	48
2024 Q3	$1.03M	Hold	2,645	–	–	0.36%	47
2024 Q2	$881K	Hold	2,645	–	–	0.32%	50
2024 Q1	$969K	Buy	2,645 +200	+8%	+$73.3K	0.35%	45
2023 Q4	$723K	Sell	2,445 -15	-0.6%	-$4.44K	0.28%	53
2023 Q3	$672K	Hold	2,460	–	–	0.28%	53
2023 Q2	$605K	Sell	2,460 -3,000	-55%	-$738K	0.25%	56
2023 Q1	$1.25M	Buy	5,460 +8	+0.1%	+$1.83K	0.53%	39
2022 Q4	$1.31M	Sell	5,452 -40	-0.7%	-$9.58K	0.56%	40
2022 Q3	$901K	Hold	5,492	–	–	0.42%	47
2022 Q2	$981K	Sell	5,492 -120	-2%	-$21.4K	0.42%	45
2022 Q1	$1.22M	Buy	5,612 +128	+2%	+$27.9K	0.46%	45
2021 Q4	$1.13M	Hold	5,484	–	–	0.41%	46
2021 Q3	$1.05M	Hold	5,484	–	–	0.41%	47
2021 Q2	$1.19M	Hold	5,484	–	–	0.57%	38
2021 Q1	$1.27M	Hold	5,484	–	–	0.64%	32
2020 Q4	$998K	Hold	5,484	–	–	0.55%	35
2020 Q3	$818K	Hold	5,484	–	–	0.53%	33
2020 Q2	$694K	Hold	5,484	–	–	0.48%	35
2020 Q1	$636K	Hold	5,484	–	–	0.5%	35
2019 Q4	$810K	Sell	5,484 -100	-2%	-$14.8K	0.5%	35
2019 Q3	$705K	Hold	5,584	–	–	0.47%	37
2019 Q2	$761K	Hold	5,584	–	–	0.54%	36
2019 Q1	$757K	Hold	5,584	–	–	0.56%	35
2018 Q4	$710K	Buy	5,584 +275	+5%	+$35K	0.6%	34
2018 Q3	$810K	Buy	5,309 +3,000	+130%	+$458K	0.52%	40
2018 Q2	$313K	Sell	2,309 -315	-12%	-$42.7K	0.22%	57
2018 Q1	$387K	Buy	2,624 +170	+7%	+$25.1K	0.27%	47
2017 Q4	$387K	Sell	2,454 -15	-0.6%	-$2.37K	0.26%	50
2017 Q3	$308K	Hold	2,469	–	–	0.2%	57
2017 Q2	$265K	Hold	2,469	–	–	0.17%	60
2017 Q1	$229K	Buy	2,469 +155	+7%	+$14.4K	0.15%	66
2016 Q4	$215K	Hold	2,314	–	–	0.13%	76
2016 Q3	$205K	Buy	+2,314	New	+$205K	0.13%	73
2014 Q4	–	Sell	-2,122	Closed	-$210K	–	73
2014 Q3	$210K	Hold	2,122	–	–	0.14%	60
2014 Q2	$231K	Hold	2,122	–	–	0.15%	58
2014 Q1	$211K	Buy	+2,122	New	+$211K	0.14%	58