Enterprise Financial Services Corp (EFSC)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
1,355
-22
| -2% | -$8.54K | 0.28% | 74 |
|
|
2025
Q1 | $454K | Buy |
1,377
+22
| +2% | +$7.26K | 0.27% | 79 |
|
|
2024
Q4 | $492K | Buy |
1,355
+142
| +12% | +$51.5K | 0.27% | 74 |
|
|
2024
Q3 | $474K | Sell |
1,213
-199
| -14% | -$77.8K | 0.28% | 76 |
|
|
2024
Q2 | $470K | Buy |
1,412
+29
| +2% | +$9.66K | 0.29% | 74 |
|
|
2024
Q1 | $507K | Sell |
1,383
-39
| -3% | -$14.3K | 0.31% | 72 |
|
|
2023
Q4 | $420K | Sell |
1,422
-52
| -4% | -$15.4K | 0.26% | 84 |
|
|
2023
Q3 | $402K | Buy |
1,474
+78
| +6% | +$21.3K | 0.28% | 77 |
|
|
2023
Q2 | $343K | Buy |
1,396
+15
| +1% | +$3.69K | 0.22% | 95 |
|
|
2023
Q1 | $316K | Sell |
1,381
-16
| -1% | -$3.66K | 0.21% | 104 |
|
|
2022
Q4 | $335K | Buy |
1,397
+43
| +3% | +$10.3K | 0.23% | 98 |
|
|
2022
Q3 | $222K | Sell |
1,354
-10
| -0.7% | -$1.64K | 0.17% | 126 |
|
|
2022
Q2 | $244K | Sell |
1,364
-40
| -3% | -$7.16K | 0.05% | 235 |
|
|
2022
Q1 | $313K | Buy |
1,404
+22
| +2% | +$4.91K | 0.05% | 221 |
|
|
2021
Q4 | $286K | Sell |
1,382
-1,278
| -48% | -$264K | 0.04% | 244 |
|
|
2021
Q3 | $511K | Buy |
2,660
+1,949
| +274% | +$374K | 0.07% | 184 |
|
|
2021
Q2 | $156K | Sell |
711
-206
| -22% | -$45.2K | 0.02% | 243 |
|
|
2021
Q1 | $212K | Buy |
917
+27
| +3% | +$6.24K | 0.04% | 217 |
|
|
2020
Q4 | $162K | Sell |
890
-230
| -21% | -$41.9K | 0.03% | 224 |
|
|
2020
Q3 | $167K | Sell |
1,120
-30
| -3% | -$4.47K | 0.03% | 226 |
|
|
2020
Q2 | $146K | Buy |
1,150
+524
| +84% | +$66.5K | 0.03% | 230 |
|
|
2020
Q1 | $73K | Sell |
626
-59
| -9% | -$6.88K | 0.02% | 300 |
|
|
2019
Q4 | $101K | Sell |
685
-523
| -43% | -$77.1K | 0.02% | 294 |
|
|
2019
Q3 | $153K | Sell |
1,208
-3,518
| -74% | -$446K | 0.03% | 238 |
|
|
2019
Q2 | $644K | Sell |
4,726
-49
| -1% | -$6.68K | 0.14% | 106 |
|
|
2019
Q1 | $647K | Buy |
4,775
+3,889
| +439% | +$527K | 0.14% | 107 |
|
|
2018
Q4 | $113K | Sell |
886
-41
| -4% | -$5.23K | 0.07% | 166 |
|
|
2018
Q3 | $141K | Sell |
927
-130
| -12% | -$19.8K | 0.07% | 163 |
|
|
2018
Q2 | $143K | Buy |
1,057
+349
| +49% | +$47.2K | 0.07% | 163 |
|
|
2018
Q1 | $104K | Buy |
708
+56
| +9% | +$8.23K | 0.05% | 188 |
|
|
2017
Q4 | $103K | Sell |
652
-109
| -14% | -$17.2K | 0.05% | 199 |
|
|
2017
Q3 | $95K | Hold |
761
| – | – | 0.05% | 205 |
|
|
2017
Q2 | $82K | Sell |
761
-308
| -29% | -$33.2K | 0.04% | 218 |
|
|
2017
Q1 | $99K | Sell |
1,069
-152
| -12% | -$14.1K | 0.05% | 199 |
|
|
2016
Q4 | $113K | Buy |
1,221
+17
| +1% | +$1.57K | 0.06% | 182 |
|
|
2016
Q3 | $107K | Buy |
1,204
+79
| +7% | +$7.02K | 0.06% | 183 |
|
|
2016
Q2 | $85K | Sell |
1,125
-41
| -4% | -$3.1K | 0.05% | 190 |
|
|
2016
Q1 | $89K | Buy |
1,166
+138
| +13% | +$10.5K | 0.05% | 183 |
|
|
2015
Q4 | $70K | Buy |
1,028
+134
| +15% | +$9.13K | 0.04% | 203 |
|
|
2015
Q3 | $58K | Buy |
894
+147
| +20% | +$9.54K | 0.04% | 211 |
|
|
2015
Q2 | $63K | Sell |
747
-6
| -0.8% | -$506 | 0.04% | 216 |
|
|
2015
Q1 | $60K | Buy |
753
+145
| +24% | +$11.6K | 0.04% | 231 |
|
|
2014
Q4 | $56K | Hold |
608
| – | – | 0.03% | 239 |
|
|
2014
Q3 | $60K | Hold |
608
| – | – | 0.04% | 231 |
|
|
2014
Q2 | $66K | Sell |
608
-100
| -14% | -$10.9K | 0.04% | 226 |
|
|
2014
Q1 | $70K | Sell |
708
-82
| -10% | -$8.11K | 0.04% | 205 |
|
|
2013
Q4 | $72K | Sell |
790
-89
| -10% | -$8.11K | 0.04% | 202 |
|
|
2013
Q3 | $73K | Buy |
879
+52
| +6% | +$4.32K | 0.05% | 184 |
|
|
2013
Q2 | $68K | Buy |
+827
| New | +$68K | 0.05% | 176 |
|