First Business Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Hold |
14,667
| – | – | 0.51% | 19 |
|
|
2025
Q1 | $4.84M | Hold |
14,667
| – | – | 0.48% | 20 |
|
|
2024
Q4 | $5.32M | Buy |
14,667
+14,000
| +2,099% | +$5.08M | 0.53% | 19 |
|
|
2024
Q3 | $261K | Hold |
667
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $222K | Buy |
667
+4
| +0.6% | +$1.33K | 0.02% | 148 |
|
|
2024
Q1 | $243K | Buy |
+663
| New | +$243K | 0.03% | 148 |
|
|
2015
Q2 | – | Sell |
-4,297
| Closed | -$344K | – | 77 |
|
|
2015
Q1 | $344K | Buy |
4,297
+271
| +7% | +$21.7K | 0.1% | 43 |
|
|
2014
Q4 | $369K | Buy |
4,026
+327
| +9% | +$30K | 0.12% | 22 |
|
|
2014
Q3 | $366K | Buy |
3,699
+394
| +12% | +$39K | 0.13% | 19 |
|
|
2014
Q2 | $359K | Buy |
3,305
+342
| +12% | +$37.1K | 0.13% | 17 |
|
|
2014
Q1 | $294K | Buy |
2,963
+518
| +21% | +$51.4K | 0.12% | 24 |
|
|
2013
Q4 | $222K | Buy |
+2,445
| New | +$222K | 0.09% | 34 |
|