First National Bank of South Miami’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $207K | Buy |
842
+152
| +22% | +$37.4K | 0.17% | 114 |
|
|
2023
Q1 | $158K | Sell |
690
-131
| -16% | -$30K | 0.13% | 136 |
|
|
2022
Q4 | $197K | Buy |
821
+48
| +6% | +$11.5K | 0.15% | 124 |
|
|
2022
Q3 | $127K | Sell |
773
-119
| -13% | -$19.6K | 0.1% | 148 |
|
|
2022
Q2 | $159K | Buy |
892
+173
| +24% | +$30.8K | 0.11% | 146 |
|
|
2022
Q1 | $160K | Buy |
719
+284
| +65% | +$63.2K | 0.1% | 150 |
|
|
2021
Q4 | $90K | Buy |
435
+427
| +5,338% | +$88.3K | 0.05% | 188 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 320 |
|
|
2021
Q1 | $2K | Sell |
8
-62
| -89% | -$15.5K | ﹤0.01% | 290 |
|
|
2020
Q4 | $13K | Sell |
70
-15
| -18% | -$2.79K | 0.01% | 234 |
|
|
2020
Q3 | $13K | Sell |
85
-178
| -68% | -$27.2K | 0.01% | 213 |
|
|
2020
Q2 | $33K | Sell |
263
-120
| -31% | -$15.1K | 0.04% | 181 |
|
|
2020
Q1 | $44K | Buy |
383
+38
| +11% | +$4.37K | 0.06% | 160 |
|
|
2019
Q4 | $51K | Sell |
345
-30
| -8% | -$4.44K | 0.05% | 163 |
|
|
2019
Q3 | $45K | Hold |
375
| – | – | 0.04% | 181 |
|
|
2019
Q2 | $49K | Buy |
375
+2
| +0.5% | +$261 | 0.05% | 179 |
|
|
2019
Q1 | $51K | Hold |
373
| – | – | 0.05% | 178 |
|
|
2018
Q4 | $50K | Buy |
+373
| New | +$50K | 0.05% | 181 |
|