CoreFirst Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
1,131
-105
| -8% | -$40.8K | 0.25% | 77 |
|
|
2025
Q1 | $408K | Hold |
1,236
| – | – | 0.26% | 77 |
|
|
2024
Q4 | $448K | Hold |
1,236
| – | – | 0.27% | 75 |
|
|
2024
Q3 | $483K | Hold |
1,236
| – | – | 0.28% | 76 |
|
|
2024
Q2 | $412K | Sell |
1,236
-29
| -2% | -$9.66K | 0.28% | 80 |
|
|
2024
Q1 | $464K | Sell |
1,265
-157
| -11% | -$57.5K | 0.29% | 76 |
|
|
2023
Q4 | $420K | Sell |
1,422
-2,530
| -64% | -$748K | 0.28% | 80 |
|
|
2023
Q3 | $1.08M | Buy |
3,952
+9
| +0.2% | +$2.46K | 0.77% | 32 |
|
|
2023
Q2 | $970K | Sell |
3,943
-290
| -7% | -$71.4K | 0.68% | 36 |
|
|
2023
Q1 | $969K | Sell |
4,233
-5
| -0.1% | -$1.14K | 0.71% | 35 |
|
|
2022
Q4 | $1.02M | Sell |
4,238
-1,021
| -19% | -$245K | 0.77% | 29 |
|
|
2022
Q3 | $863K | Buy |
5,259
+69
| +1% | +$11.3K | 0.74% | 30 |
|
|
2022
Q2 | $928K | Buy |
5,190
+315
| +6% | +$56.3K | 0.73% | 32 |
|
|
2022
Q1 | $1.09M | Hold |
4,875
| – | – | 0.74% | 30 |
|
|
2021
Q4 | $1.01M | Hold |
4,875
| – | – | 0.65% | 38 |
|
|
2021
Q3 | $936K | Hold |
4,875
| – | – | 0.65% | 40 |
|
|
2021
Q2 | $1.06M | Hold |
4,875
| – | – | 0.72% | 32 |
|
|
2021
Q1 | $1.13M | Sell |
4,875
-1
| -0% | -$232 | 0.78% | 28 |
|
|
2020
Q4 | $887K | Buy |
+4,876
| New | +$887K | 0.66% | 34 |
|