Crossmark Global Holdings’s Caterpillar CAT Stock Holding History

Crossmark Global Holdings’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.5M	Sell	45,046 -5,173	-10%	-$2.01M	0.28%	81
2025 Q1	$16.6M	Buy	50,219 +3,669	+8%	+$1.21M	0.29%	83
2024 Q4	$16.9M	Sell	46,550 -1,020	-2%	-$370K	0.31%	74
2024 Q3	$18.6M	Buy	47,570 +1,787	+4%	+$699K	0.33%	68
2024 Q2	$15.3M	Buy	45,783 +2,663	+6%	+$887K	0.29%	76
2024 Q1	$15.8M	Buy	43,120 +4,050	+10%	+$1.48M	0.3%	75
2023 Q4	$11.6M	Sell	39,070 -8,197	-17%	-$2.42M	0.24%	104
2023 Q3	$12.9M	Sell	47,267 -3,691	-7%	-$1.01M	0.29%	82
2023 Q2	$13.3M	Buy	50,958 +26,005	+104%	+$6.77M	0.29%	85
2023 Q1	$5.71M	Sell	24,953 -776	-3%	-$178K	0.13%	191
2022 Q4	$6.16M	Buy	25,729 +465	+2%	+$111K	0.15%	172
2022 Q3	$4.15M	Sell	25,264 -1,393	-5%	-$229K	0.12%	208
2022 Q2	$4.77M	Buy	26,657 +809	+3%	+$145K	0.12%	196
2022 Q1	$5.76M	Buy	25,848 +9	+0%	+$2.01K	0.13%	182
2021 Q4	$5.34M	Sell	25,839 -1,730	-6%	-$358K	0.12%	192
2021 Q3	$5.29M	Sell	27,569 -1,080	-4%	-$207K	0.12%	180
2021 Q2	$6.24M	Buy	28,649 +648	+2%	+$141K	0.15%	164
2021 Q1	$6.49M	Sell	28,001 -1,224	-4%	-$284K	0.16%	152
2020 Q4	$5.32M	Sell	29,225 -750	-3%	-$137K	0.13%	176
2020 Q3	$4.47M	Sell	29,975 -1,968	-6%	-$294K	0.13%	181
2020 Q2	$4.04M	Sell	31,943 -924	-3%	-$117K	0.12%	191
2020 Q1	$3.81M	Sell	32,867 -891	-3%	-$103K	0.14%	170
2019 Q4	$4.99M	Sell	33,758 -2,277	-6%	-$336K	0.14%	176
2019 Q3	$4.55M	Sell	36,035 -4,009	-10%	-$506K	0.13%	187
2019 Q2	$5.46M	Buy	40,044 +334	+0.8%	+$45.5K	0.15%	157
2019 Q1	$5.38M	Sell	39,710 -865	-2%	-$117K	0.15%	166
2018 Q4	$5.16M	Sell	40,575 -4,015	-9%	-$510K	0.16%	164
2018 Q3	$6.8M	Sell	44,590 -2,481	-5%	-$378K	0.17%	138
2018 Q2	$6.39M	Sell	47,071 -2,473	-5%	-$336K	0.17%	139
2018 Q1	$7.3M	Buy	49,544 +2,119	+4%	+$312K	0.19%	132
2017 Q4	$7.47M	Buy	47,425 +2,314	+5%	+$365K	0.18%	143
2017 Q3	$5.63M	Buy	+45,111	New	+$5.63M	0.15%	168
2016 Q3	$5.63M	Buy	+45,111	New	+$5.63M	0.15%	168