Farmers & Merchants Trust Co of Chambersburg PA’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$9K | – | 395 |
|
|
2024
Q1 | $9K | Sell |
25
-50
| -67% | -$18K | ﹤0.01% | 310 |
|
|
2023
Q4 | $22K | Sell |
75
-275
| -79% | -$80.7K | 0.01% | 262 |
|
|
2023
Q3 | $96K | Hold |
350
| – | – | 0.06% | 144 |
|
|
2023
Q2 | $86K | Sell |
350
-325
| -48% | -$79.9K | 0.06% | 145 |
|
|
2023
Q1 | $154K | Buy |
675
+75
| +13% | +$17.1K | 0.1% | 110 |
|
|
2022
Q4 | $144K | Buy |
600
+75
| +14% | +$18K | 0.1% | 111 |
|
|
2022
Q3 | $86K | Buy |
525
+100
| +24% | +$16.4K | 0.07% | 131 |
|
|
2022
Q2 | $76K | Buy |
425
+50
| +13% | +$8.94K | 0.06% | 145 |
|
|
2022
Q1 | $84K | Sell |
375
-140
| -27% | -$31.4K | 0.05% | 144 |
|
|
2021
Q4 | $106K | Buy |
515
+25
| +5% | +$5.15K | 0.07% | 128 |
|
|
2021
Q3 | $94K | Buy |
490
+30
| +7% | +$5.76K | 0.07% | 129 |
|
|
2021
Q2 | $100K | Buy |
460
+440
| +2,200% | +$95.7K | 0.07% | 131 |
|
|
2021
Q1 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 264 |
|