Citizens Business Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
1,686
+35
| +2% | +$13.6K | 0.13% | 77 |
|
|
2025
Q1 | $545K | Buy |
1,651
+1,084
| +191% | +$358K | 0.12% | 84 |
|
|
2024
Q4 | $560K | Sell |
567
-989
| -64% | -$977K | 0.1% | 84 |
|
|
2024
Q3 | $609K | Sell |
1,556
-429
| -22% | -$168K | 0.12% | 86 |
|
|
2024
Q2 | $661K | Buy |
1,985
+872
| +78% | +$290K | 0.14% | 84 |
|
|
2024
Q1 | $408K | Buy |
1,113
+120
| +12% | +$44K | 0.09% | 93 |
|
|
2023
Q4 | $294K | Hold |
993
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $271K | Sell |
993
-60
| -6% | -$16.4K | 0.06% | 97 |
|
|
2023
Q2 | $259K | Buy |
+1,053
| New | +$259K | 0.06% | 99 |
|