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 |
|