Atlantic Union Bankshares’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.72M | Buy |
22,454
+14,625
| +187% | +$5.68M | 0.2% | 114 |
|
2025
Q1 | $2.58M | Sell |
7,829
-136
| -2% | -$44.9K | 0.16% | 127 |
|
2024
Q4 | $2.89M | Sell |
7,965
-282
| -3% | -$102K | 0.17% | 126 |
|
2024
Q3 | $3.23M | Sell |
8,247
-286
| -3% | -$112K | 0.19% | 119 |
|
2024
Q2 | $2.84M | Sell |
8,533
-141
| -2% | -$47K | 0.18% | 120 |
|
2024
Q1 | $3.18M | Sell |
8,674
-393
| -4% | -$144K | 0.27% | 84 |
|
2023
Q4 | $2.68M | Sell |
9,067
-596
| -6% | -$176K | 0.25% | 88 |
|
2023
Q3 | $2.64M | Buy |
9,663
+597
| +7% | +$163K | 0.27% | 84 |
|
2023
Q2 | $2.23M | Sell |
9,066
-872
| -9% | -$215K | 0.22% | 98 |
|
2023
Q1 | $2.27M | Sell |
9,938
-522
| -5% | -$119K | 0.24% | 98 |
|
2022
Q4 | $2.51M | Sell |
10,460
-731
| -7% | -$175K | 0.27% | 95 |
|
2022
Q3 | $1.84M | Buy |
11,191
+116
| +1% | +$19K | 0.21% | 103 |
|
2022
Q2 | $1.98M | Sell |
11,075
-66
| -0.6% | -$11.8K | 0.2% | 105 |
|
2022
Q1 | $2.48M | Sell |
11,141
-297
| -3% | -$66.2K | 0.22% | 100 |
|
2021
Q4 | $2.37M | Sell |
11,438
-394
| -3% | -$81.5K | 0.2% | 103 |
|
2021
Q3 | $2.27M | Sell |
11,832
-1,402
| -11% | -$269K | 0.21% | 95 |
|
2021
Q2 | $2.88M | Buy |
13,234
+815
| +7% | +$177K | 0.28% | 87 |
|
2021
Q1 | $2.88M | Sell |
12,419
-69
| -0.6% | -$16K | 0.29% | 83 |
|
2020
Q4 | $2.27M | Sell |
12,488
-70
| -0.6% | -$12.7K | 0.24% | 93 |
|
2020
Q3 | $1.87M | Buy |
12,558
+529
| +4% | +$78.9K | 0.22% | 94 |
|
2020
Q2 | $1.52M | Buy |
12,029
+12
| +0.1% | +$1.52K | 0.19% | 106 |
|
2020
Q1 | $1.39M | Buy |
12,017
+868
| +8% | +$101K | 0.2% | 102 |
|
2019
Q4 | $1.65M | Buy |
11,149
+130
| +1% | +$19.2K | 0.21% | 114 |
|
2019
Q3 | $1.39M | Buy |
11,019
+2,208
| +25% | +$279K | 0.19% | 119 |
|
2019
Q2 | $1.2M | Buy |
+8,811
| New | +$1.2M | 0.16% | 134 |
|
2015
Q3 | – | Sell |
-2,364
| Closed | -$200K | – | 136 |
|
2015
Q2 | $200K | Sell |
2,364
-640
| -21% | -$54.1K | 0.09% | 120 |
|
2015
Q1 | $241K | Sell |
3,004
-175
| -6% | -$14K | 0.11% | 114 |
|
2014
Q4 | $291K | Sell |
3,179
-226
| -7% | -$20.7K | 0.13% | 114 |
|
2014
Q3 | $337K | Sell |
3,405
-110
| -3% | -$10.9K | 0.16% | 106 |
|
2014
Q2 | $382K | Sell |
3,515
-3,115
| -47% | -$339K | 0.18% | 101 |
|
2014
Q1 | $553K | Buy |
+6,630
| New | +$553K | 0.25% | 89 |
|