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