WhitTier Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
34,129
-460
| -1% | -$179K | 0.3% | 74 |
|
|
2025
Q1 | $11.4M | Sell |
34,589
-407
| -1% | -$134K | 0.29% | 79 |
|
|
2024
Q4 | $12.7M | Sell |
34,996
-123
| -0.4% | -$44.6K | 0.31% | 72 |
|
|
2024
Q3 | $13.7M | Sell |
35,119
-472
| -1% | -$185K | 0.35% | 64 |
|
|
2024
Q2 | $11.9M | Sell |
35,591
-902
| -2% | -$300K | 0.33% | 68 |
|
|
2024
Q1 | $13.4M | Buy |
36,493
+784
| +2% | +$287K | 0.38% | 65 |
|
|
2023
Q4 | $10.6M | Buy |
35,709
+66
| +0.2% | +$19.5K | 0.34% | 70 |
|
|
2023
Q3 | $9.73M | Sell |
35,643
-406
| -1% | -$111K | 0.34% | 69 |
|
|
2023
Q2 | $8.87M | Sell |
36,049
-335
| -0.9% | -$82.4K | 0.3% | 80 |
|
|
2023
Q1 | $8.33M | Sell |
36,384
-882
| -2% | -$202K | 0.31% | 82 |
|
|
2022
Q4 | $8.93M | Buy |
37,266
+74
| +0.2% | +$17.7K | 0.35% | 66 |
|
|
2022
Q3 | $6.1M | Buy |
37,192
+3,165
| +9% | +$519K | 0.26% | 92 |
|
|
2022
Q2 | $6.08M | Buy |
34,027
+1,935
| +6% | +$346K | 0.25% | 94 |
|
|
2022
Q1 | $7.15M | Buy |
32,092
+264
| +0.8% | +$58.8K | 0.26% | 93 |
|
|
2021
Q4 | $6.58M | Buy |
31,828
+27
| +0.1% | +$5.58K | 0.24% | 98 |
|
|
2021
Q3 | $6.1M | Buy |
31,801
+768
| +2% | +$147K | 0.25% | 100 |
|
|
2021
Q2 | $6.75M | Buy |
31,033
+413
| +1% | +$89.9K | 0.28% | 85 |
|
|
2021
Q1 | $7.1M | Sell |
30,620
-119
| -0.4% | -$27.6K | 0.32% | 77 |
|
|
2020
Q4 | $5.6M | Sell |
30,739
-215
| -0.7% | -$39.1K | 0.28% | 89 |
|
|
2020
Q3 | $4.62M | Sell |
30,954
-262
| -0.8% | -$39.1K | 0.27% | 92 |
|
|
2020
Q2 | $3.95M | Sell |
31,216
-22
| -0.1% | -$2.78K | 0.25% | 98 |
|
|
2020
Q1 | $3.63M | Sell |
31,238
-195
| -0.6% | -$22.6K | 0.28% | 90 |
|
|
2019
Q4 | $4.64M | Sell |
31,433
-1,960
| -6% | -$289K | 0.3% | 90 |
|
|
2019
Q3 | $4.22M | Sell |
33,393
-250
| -0.7% | -$31.6K | 0.29% | 92 |
|
|
2019
Q2 | $4.59M | Sell |
33,643
-164
| -0.5% | -$22.4K | 0.33% | 88 |
|
|
2019
Q1 | $4.58M | Hold |
33,807
| – | – | 0.34% | 83 |
|
|
2018
Q4 | $4.3M | Sell |
33,807
-138
| -0.4% | -$17.5K | 0.35% | 75 |
|
|
2018
Q3 | $5.18M | Sell |
33,945
-437
| -1% | -$66.6K | 0.38% | 70 |
|
|
2018
Q2 | $4.66M | Buy |
34,382
+504
| +1% | +$68.4K | 0.37% | 76 |
|
|
2018
Q1 | $4.99M | Sell |
33,878
-485
| -1% | -$71.5K | 0.41% | 68 |
|
|
2017
Q4 | $5.42M | Sell |
34,363
-342
| -1% | -$53.9K | 0.46% | 61 |
|
|
2017
Q3 | $4.33M | Buy |
34,705
+38
| +0.1% | +$4.74K | 0.4% | 71 |
|
|
2017
Q2 | $3.73M | Sell |
34,667
-71
| -0.2% | -$7.63K | 0.36% | 77 |
|
|
2017
Q1 | $3.22M | Sell |
34,738
-4,645
| -12% | -$431K | 0.32% | 86 |
|
|
2016
Q4 | $3.65M | Sell |
39,383
-1,067
| -3% | -$98.9K | 0.39% | 77 |
|
|
2016
Q3 | $3.59M | Sell |
40,450
-765
| -2% | -$67.9K | 0.41% | 71 |
|
|
2016
Q2 | $3.13M | Sell |
41,215
-622
| -1% | -$47.2K | 0.36% | 79 |
|
|
2016
Q1 | $3.2M | Sell |
41,837
-10,906
| -21% | -$835K | 0.37% | 72 |
|
|
2015
Q4 | $3.58M | Sell |
52,743
-18,610
| -26% | -$1.26M | 0.42% | 69 |
|
|
2015
Q3 | $4.66M | Sell |
71,353
-5,793
| -8% | -$379K | 0.57% | 55 |
|
|
2015
Q2 | $6.54M | Sell |
77,146
-900
| -1% | -$76.3K | 0.73% | 36 |
|
|
2015
Q1 | $6.25M | Buy |
78,046
+206
| +0.3% | +$16.5K | 0.69% | 45 |
|
|
2014
Q4 | $7.13M | Sell |
77,840
-69
| -0.1% | -$6.32K | 0.8% | 31 |
|
|
2014
Q3 | $7.72M | Sell |
77,909
-93
| -0.1% | -$9.21K | 0.89% | 26 |
|
|
2014
Q2 | $8.48M | Sell |
78,002
-2,495
| -3% | -$271K | 0.95% | 22 |
|
|
2014
Q1 | $8M | Buy |
80,497
+932
| +1% | +$92.6K | 0.94% | 24 |
|
|
2013
Q4 | $7.23M | Buy |
79,565
+21,825
| +38% | +$1.98M | 0.87% | 27 |
|
|
2013
Q3 | $4.82M | Buy |
57,740
+7,789
| +16% | +$650K | 0.65% | 51 |
|
|
2013
Q2 | $4.12M | Buy |
+49,951
| New | +$4.12M | 0.59% | 52 |
|