First National Bank of Omaha’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-550
| Closed | -$215K | – | 309 |
|
|
2024
Q3 | $215K | Buy |
+550
| New | +$215K | 0.01% | 298 |
|
|
2023
Q3 | – | Sell |
-826
| Closed | -$203K | – | 323 |
|
|
2023
Q2 | $203K | Buy |
+826
| New | +$203K | 0.01% | 324 |
|
|
2023
Q1 | – | Sell |
-962
| Closed | -$231K | – | 332 |
|
|
2022
Q4 | $231K | Buy |
+962
| New | +$231K | 0.01% | 314 |
|
|
2022
Q2 | – | Sell |
-1,012
| Closed | -$226K | – | 335 |
|
|
2022
Q1 | $226K | Buy |
+1,012
| New | +$226K | 0.01% | 325 |
|
|
2021
Q4 | – | Sell |
-1,083
| Closed | -$208K | – | 351 |
|
|
2021
Q3 | $208K | Buy |
1,083
+137
| +14% | +$26.3K | 0.01% | 352 |
|
|
2021
Q2 | $220K | Hold |
946
| – | – | 0.01% | 346 |
|
|
2021
Q1 | $220K | Sell |
946
-293
| -24% | -$68.1K | 0.01% | 346 |
|
|
2020
Q4 | $226K | Buy |
+1,239
| New | +$226K | 0.01% | 347 |
|
|
2016
Q1 | – | Sell |
-3,438
| Closed | -$234 | – | 335 |
|
|
2015
Q4 | $234 | Buy |
+3,438
| New | +$234 | 0.02% | 321 |
|