First Personal Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $129K | Sell |
329
-179
| -35% | -$70K | 0.03% | 147 |
|
|
2024
Q2 | $169K | Sell |
508
-25
| -5% | -$8.33K | 0.04% | 126 |
|
|
2024
Q1 | $195K | Hold |
533
| – | – | 0.05% | 116 |
|
|
2023
Q4 | $158K | Hold |
533
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $146K | Hold |
533
| – | – | 0.04% | 124 |
|
|
2023
Q2 | $131K | Hold |
533
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $122K | Buy |
533
+180
| +51% | +$41.2K | 0.03% | 136 |
|
|
2022
Q4 | $84.6K | Hold |
353
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $58K | Hold |
353
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $63K | Hold |
353
| – | – | 0.02% | 162 |
|
|
2022
Q1 | $79K | Hold |
353
| – | – | 0.02% | 162 |
|
|
2021
Q4 | $73K | Sell |
353
-700
| -66% | -$145K | 0.02% | 168 |
|
|
2021
Q3 | $202K | Hold |
1,053
| – | – | 0.05% | 116 |
|
|
2021
Q2 | $229K | Sell |
1,053
-110
| -9% | -$23.9K | 0.06% | 111 |
|
|
2021
Q1 | $270K | Hold |
1,163
| – | – | 0.07% | 105 |
|
|
2020
Q4 | $212K | Buy |
1,163
+96
| +9% | +$17.5K | 0.06% | 111 |
|
|
2020
Q3 | $159K | Sell |
1,067
-14
| -1% | -$2.09K | 0.05% | 120 |
|
|
2020
Q2 | $137K | Hold |
1,081
| – | – | 0.05% | 129 |
|
|
2020
Q1 | $125K | Sell |
1,081
-28
| -3% | -$3.24K | 0.05% | 134 |
|
|
2019
Q4 | $164K | Sell |
1,109
-3
| -0.3% | -$444 | 0.05% | 130 |
|
|
2019
Q3 | $140K | Sell |
1,112
-1
| -0.1% | -$126 | 0.04% | 152 |
|
|
2019
Q2 | $152K | Buy |
1,113
+29
| +3% | +$3.96K | 0.04% | 180 |
|
|
2019
Q1 | $147K | Sell |
1,084
-14
| -1% | -$1.9K | 0.04% | 174 |
|
|
2018
Q4 | $140K | Buy |
1,098
+102
| +10% | +$13K | 0.05% | 172 |
|
|
2018
Q3 | $152K | Buy |
996
+63
| +7% | +$9.61K | 0.05% | 181 |
|
|
2018
Q2 | $127K | Sell |
933
-614
| -40% | -$83.6K | 0.04% | 196 |
|
|
2018
Q1 | $228K | Sell |
1,547
-250
| -14% | -$36.8K | 0.05% | 198 |
|
|
2017
Q4 | $283K | Buy |
1,797
+510
| +40% | +$80.3K | 0.06% | 200 |
|
|
2017
Q3 | $161K | Sell |
1,287
-302
| -19% | -$37.8K | 0.03% | 236 |
|
|
2017
Q2 | $171K | Buy |
1,589
+391
| +33% | +$42.1K | 0.04% | 236 |
|
|
2017
Q1 | $111K | Buy |
1,198
+750
| +167% | +$69.5K | 0.03% | 271 |
|
|
2016
Q4 | $42K | Hold |
448
| – | – | 0.01% | 408 |
|
|
2016
Q3 | $40K | Buy |
448
+71
| +19% | +$6.34K | 0.01% | 314 |
|
|
2016
Q2 | $29K | Buy |
377
+52
| +16% | +$4K | 0.01% | 357 |
|
|
2016
Q1 | $25K | Sell |
325
-375
| -54% | -$28.8K | 0.01% | 221 |
|
|
2015
Q4 | $48K | Hold |
700
| – | – | 0.03% | 182 |
|
|
2015
Q3 | $46K | Hold |
700
| – | – | 0.03% | 175 |
|
|
2015
Q2 | $60K | Sell |
700
-183
| -21% | -$15.7K | 0.04% | 155 |
|
|
2015
Q1 | $71K | Buy |
883
+383
| +77% | +$30.8K | 0.04% | 147 |
|
|
2014
Q4 | $45K | Buy |
+500
| New | +$45K | 0.03% | 162 |
|