Cadence Bank NA’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,284
| Closed | -$280K | – | 218 |
|
|
2021
Q2 | $280K | Sell |
1,284
-192
| -13% | -$41.9K | 0.08% | 181 |
|
|
2021
Q1 | $342K | Buy |
+1,476
| New | +$342K | 0.11% | 157 |
|
|
2016
Q4 | – | Sell |
-2,362
| Closed | -$210K | – | 133 |
|
|
2016
Q3 | $210K | Buy |
+2,362
| New | +$210K | 0.09% | 124 |
|
|
2015
Q1 | – | Sell |
-2,496
| Closed | -$229K | – | 164 |
|
|
2014
Q4 | $229K | Hold |
2,496
| – | – | 0.12% | 141 |
|
|
2014
Q3 | $247K | Sell |
2,496
-159
| -6% | -$15.7K | 0.13% | 138 |
|
|
2014
Q2 | $288K | Sell |
2,655
-177
| -6% | -$19.2K | 0.15% | 122 |
|
|
2014
Q1 | $282K | Hold |
2,832
| – | – | 0.17% | 107 |
|
|
2013
Q4 | $258K | Sell |
2,832
-1,308
| -32% | -$119K | 0.14% | 128 |
|
|
2013
Q3 | $345K | Sell |
4,140
-1,681
| -29% | -$140K | 0.21% | 93 |
|
|
2013
Q2 | $480K | Buy |
+5,821
| New | +$480K | 0.26% | 70 |
|