Arrow Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Buy
7,429
+92
+1% +$35.7K 0.3% 54
2025
Q1
$2.42M Sell
7,337
-6,376
-46% -$2.1M 0.27% 61
2024
Q4
$4.97M Sell
13,713
-218
-2% -$79.1K 0.47% 43
2024
Q3
$5.45M Buy
13,931
+47
+0.3% +$18.4K 0.5% 39
2024
Q2
$4.62M Sell
13,884
-711
-5% -$237K 0.45% 48
2024
Q1
$5.35M Sell
14,595
-958
-6% -$351K 0.53% 42
2023
Q4
$4.6M Sell
15,553
-518
-3% -$153K 0.48% 48
2023
Q3
$4.39M Buy
16,071
+117
+0.7% +$31.9K 0.51% 47
2023
Q2
$3.93M Sell
15,954
-435
-3% -$107K 0.47% 54
2023
Q1
$3.75M Buy
16,389
+2,275
+16% +$521K 0.49% 56
2022
Q4
$3.38M Sell
14,114
-301
-2% -$72.1K 0.46% 56
2022
Q3
$2.37M Buy
14,415
+416
+3% +$68.3K 0.35% 63
2022
Q2
$2.5M Buy
13,999
+277
+2% +$49.5K 0.34% 64
2022
Q1
$3.06M Buy
13,722
+430
+3% +$95.8K 0.37% 56
2021
Q4
$2.75M Buy
13,292
+7,688
+137% +$1.59M 0.33% 63
2021
Q3
$1.08M Buy
5,604
+1,036
+23% +$199K 0.14% 97
2021
Q2
$994K Buy
4,568
+1,458
+47% +$317K 0.13% 103
2021
Q1
$722K Buy
3,110
+275
+10% +$63.8K 0.1% 123
2020
Q4
$516K Buy
2,835
+50
+2% +$9.1K 0.1% 120
2020
Q3
$416K Sell
2,785
-270
-9% -$40.3K 0.09% 122
2020
Q2
$387K Sell
3,055
-120
-4% -$15.2K 0.08% 126
2020
Q1
$368K Buy
3,175
+30
+1% +$3.48K 0.09% 121
2019
Q4
$464K Hold
3,145
0.09% 123
2019
Q3
$397K Sell
3,145
-15
-0.5% -$1.89K 0.08% 129
2019
Q2
$431K Sell
3,160
-120
-4% -$16.4K 0.09% 128
2019
Q1
$445K Sell
3,280
-4,725
-59% -$641K 0.1% 131
2018
Q4
$1.02M Sell
8,005
-125
-2% -$15.9K 0.26% 87
2018
Q3
$1.24M Buy
8,130
+3,011
+59% +$459K 0.26% 87
2018
Q2
$694K Buy
5,119
+1,600
+45% +$217K 0.16% 112
2018
Q1
$519K Buy
3,519
+270
+8% +$39.8K 0.12% 127
2017
Q4
$512K Buy
3,249
+30
+0.9% +$4.73K 0.12% 127
2017
Q3
$402K Sell
3,219
-849
-21% -$106K 0.1% 134
2017
Q2
$437K Hold
4,068
0.1% 136
2017
Q1
$377K Sell
4,068
-425
-9% -$39.4K 0.09% 134
2016
Q4
$416K Buy
4,493
+100
+2% +$9.26K 0.1% 127
2016
Q3
$390K Sell
4,393
-650
-13% -$57.7K 0.1% 130
2016
Q2
$383K Sell
5,043
-365
-7% -$27.7K 0.1% 133
2016
Q1
$414K Sell
5,408
-14,592
-73% -$1.12M 0.11% 126
2015
Q4
$1.36M Sell
20,000
-1,913
-9% -$130K 0.36% 80
2015
Q3
$1.43M Buy
21,913
+935
+4% +$61.1K 0.41% 72
2015
Q2
$1.78M Sell
20,978
-2,045
-9% -$173K 0.48% 65
2015
Q1
$1.84M Sell
23,023
-1,992
-8% -$159K 0.5% 69
2014
Q4
$2.29M Sell
25,015
-1,205
-5% -$110K 0.62% 55
2014
Q3
$2.6M Sell
26,220
-229
-0.9% -$22.7K 0.72% 44
2014
Q2
$2.87M Sell
26,449
-46
-0.2% -$5K 0.78% 36
2014
Q1
$2.63M Sell
26,495
-445
-2% -$44.2K 0.75% 41
2013
Q4
$2.45M Sell
26,940
-185
-0.7% -$16.8K 0.7% 45
2013
Q3
$2.26M Buy
27,125
+85
+0.3% +$7.09K 0.69% 51
2013
Q2
$2.23M Buy
+27,040
New +$2.23M 0.71% 42