First Citizens Financial Corp’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Hold |
3,661
| – | – | 0.78% | 35 |
|
|
2025
Q1 | $1.21M | Sell |
3,661
-40
| -1% | -$13.2K | 0.68% | 40 |
|
|
2024
Q4 | $1.34M | Sell |
3,701
-58
| -2% | -$21K | 0.73% | 32 |
|
|
2024
Q3 | $1.47M | Sell |
3,759
-31
| -0.8% | -$12.1K | 0.78% | 32 |
|
|
2024
Q2 | $1.26M | Sell |
3,790
-8
| -0.2% | -$2.67K | 0.75% | 33 |
|
|
2024
Q1 | $1.39M | Buy |
3,798
+3
| +0.1% | +$1.1K | 0.83% | 31 |
|
|
2023
Q4 | $1.12M | Hold |
3,795
| – | – | 0.72% | 36 |
|
|
2023
Q3 | $1.04M | Hold |
3,795
| – | – | 0.73% | 33 |
|
|
2023
Q2 | $934K | Buy |
+3,795
| New | +$934K | 0.63% | 33 |
|
|
2022
Q4 | $579K | Sell |
2,415
-20
| -0.8% | -$4.8K | 0.5% | 45 |
|
|
2022
Q3 | $400K | Sell |
2,435
-19
| -0.8% | -$3.12K | 0.39% | 53 |
|
|
2022
Q2 | $439K | Hold |
2,454
| – | – | 0.39% | 51 |
|
|
2022
Q1 | $547K | Hold |
2,454
| – | – | 0.41% | 52 |
|
|
2021
Q4 | $507K | Sell |
2,454
-12
| -0.5% | -$2.48K | 0.37% | 48 |
|
|
2021
Q3 | $473K | Sell |
2,466
-277
| -10% | -$53.1K | 0.38% | 49 |
|
|
2021
Q2 | $597K | Hold |
2,743
| – | – | 0.45% | 43 |
|
|
2021
Q1 | $636K | Sell |
2,743
-48
| -2% | -$11.1K | 0.52% | 36 |
|
|
2020
Q4 | $508K | Buy |
2,791
+575
| +26% | +$105K | 0.44% | 43 |
|
|
2020
Q3 | $331K | Buy |
2,216
+24
| +1% | +$3.59K | 0.33% | 65 |
|
|
2020
Q2 | $277K | Buy |
2,192
+58
| +3% | +$7.33K | 0.29% | 69 |
|
|
2020
Q1 | $248K | Sell |
2,134
-449
| -17% | -$52.2K | 0.33% | 66 |
|
|
2019
Q4 | $381K | Buy |
+2,583
| New | +$381K | 0.38% | 55 |
|