Cadence Bank’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$800K	Sell	2,061 -7	-0.3%	-$2.72K	0.05%	188
2025 Q1	$682K	Sell	2,068 -46	-2%	-$15.2K	0.05%	194
2024 Q4	$767K	Buy	2,114 +1,055	+100%	+$383K	0.05%	183
2024 Q3	$414K	Sell	1,059 -3	-0.3%	-$1.17K	0.03%	240
2024 Q2	$354K	Buy	1,062 +62	+6%	+$20.7K	0.03%	223
2024 Q1	$366K	Hold	1,000	–	–	0.03%	254
2023 Q4	$296K	Sell	1,000 -34	-3%	-$10.1K	0.02%	279
2023 Q3	$282K	Buy	1,034 +51	+5%	+$13.9K	0.02%	280
2023 Q2	$242K	Sell	983 -35	-3%	-$8.62K	0.02%	300
2023 Q1	$233K	Sell	1,018 -3,477	-77%	-$796K	0.02%	309
2022 Q4	$1.08M	Hold	4,495	–	–	0.1%	144
2022 Q3	$738K	Buy	4,495 +600	+15%	+$98.5K	0.08%	163
2022 Q2	$696K	Sell	3,895 -278	-7%	-$49.7K	0.1%	103
2022 Q1	$929K	Hold	4,173	–	–	0.12%	95
2021 Q4	$863K	Hold	4,173	–	–	0.11%	107
2021 Q3	$801K	Hold	4,173	–	–	0.11%	108
2021 Q2	$909K	Hold	4,173	–	–	0.13%	94
2021 Q1	$968K	Sell	4,173 -1,000	-19%	-$232K	0.15%	90
2020 Q4	$941K	Buy	5,173 +1,050	+25%	+$191K	0.15%	101
2020 Q3	$615K	Sell	4,123 -100	-2%	-$14.9K	0.12%	113
2020 Q2	$535K	Buy	4,223 +200	+5%	+$25.3K	0.11%	122
2020 Q1	$467K	Hold	4,023	–	–	0.12%	114
2019 Q4	$594K	Hold	4,023	–	–	0.11%	123
2019 Q3	$508K	Sell	4,023 -200	-5%	-$25.3K	0.05%	142
2019 Q2	$576K	Hold	4,223	–	–	0.06%	127
2019 Q1	$572K	Hold	4,223	–	–	0.06%	130
2018 Q4	$537K	Hold	4,223	–	–	0.06%	130
2018 Q3	$644K	Buy	4,223 +19	+0.5%	+$2.9K	0.06%	131
2018 Q2	$570K	Hold	4,204	–	–	0.05%	133
2018 Q1	$620K	Hold	4,204	–	–	0.06%	125
2017 Q4	$662K	Buy	+4,204	New	+$662K	0.06%	124