FCB
First Command Bank’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $675K | Sell |
2,743
-300
| -10% | -$73.8K | 0.06% | 75 |
|
|
2023
Q1 | $696K | Buy |
3,043
+250
| +9% | +$57.2K | 0.07% | 71 |
|
|
2022
Q4 | $669K | Sell |
2,793
-425
| -13% | -$102K | 0.08% | 67 |
|
|
2022
Q3 | $528K | Sell |
3,218
-27
| -0.8% | -$4.43K | 0.08% | 73 |
|
|
2022
Q2 | $580K | Sell |
3,245
-73
| -2% | -$13K | 0.08% | 67 |
|
|
2022
Q1 | $739K | Buy |
3,318
+233
| +8% | +$51.9K | 0.1% | 68 |
|
|
2021
Q4 | $593K | Hold |
3,085
| – | – | 0.1% | 76 |
|
|
2021
Q3 | $593K | Sell |
3,085
-53
| -2% | -$10.2K | 0.1% | 76 |
|
|
2021
Q2 | $683K | Buy |
3,138
+125
| +4% | +$27.2K | 0.08% | 70 |
|
|
2021
Q1 | $699K | Buy |
3,013
+111
| +4% | +$25.8K | 0.15% | 63 |
|
|
2020
Q4 | $528K | Buy |
2,902
+177
| +6% | +$32.2K | 0.13% | 70 |
|
|
2020
Q3 | $406K | Sell |
2,725
-25
| -0.9% | -$3.73K | 0.12% | 77 |
|
|
2020
Q2 | $348K | Hold |
2,750
| – | – | 0.11% | 82 |
|
|
2020
Q1 | $319K | Hold |
2,750
| – | – | 0.17% | 82 |
|
|
2019
Q4 | $406K | Sell |
2,750
-65
| -2% | -$9.6K | 0.19% | 79 |
|
|
2019
Q3 | $356K | Buy |
2,815
+80
| +3% | +$10.1K | 0.18% | 81 |
|
|
2019
Q2 | $373K | Hold |
2,735
| – | – | 0.19% | 81 |
|
|
2019
Q1 | $371K | Hold |
2,735
| – | – | 0.18% | 77 |
|
|
2018
Q4 | $348K | Sell |
2,735
-1,454
| -35% | -$185K | 0.18% | 70 |
|
|
2018
Q3 | $639K | Buy |
4,189
+97
| +2% | +$14.8K | 0.18% | 57 |
|
|
2018
Q2 | $555K | Buy |
4,092
+1,357
| +50% | +$184K | 0.16% | 60 |
|
|
2018
Q1 | $403K | Buy |
2,735
+35
| +1% | +$5.16K | 0.22% | 66 |
|
|
2017
Q4 | $426K | Sell |
2,700
-375
| -12% | -$59.2K | 0.24% | 60 |
|
|
2017
Q3 | $383K | Sell |
3,075
-1,093
| -26% | -$136K | 0.24% | 64 |
|
|
2017
Q2 | $447K | Buy |
4,168
+361
| +9% | +$38.7K | 0.29% | 56 |
|
|
2017
Q1 | $353K | Buy |
3,807
+480
| +14% | +$44.5K | 0.25% | 67 |
|
|
2016
Q4 | $308K | Buy |
+3,327
| New | +$308K | 0.25% | 68 |
|