First United Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
935
-15
| -2% | -$5.82K | 0.13% | 114 |
|
|
2025
Q1 | $313K | Hold |
950
| – | – | 0.12% | 120 |
|
|
2024
Q4 | $345K | Sell |
950
-33
| -3% | -$12K | 0.13% | 114 |
|
|
2024
Q3 | $384K | Sell |
983
-30
| -3% | -$11.7K | 0.14% | 112 |
|
|
2024
Q2 | $337K | Hold |
1,013
| – | – | 0.13% | 119 |
|
|
2024
Q1 | $371K | Buy |
1,013
+293
| +41% | +$107K | 0.14% | 116 |
|
|
2023
Q4 | $213K | Buy |
+720
| New | +$213K | 0.09% | 144 |
|
|
2021
Q2 | – | Sell |
-905
| Closed | -$210K | – | 163 |
|
|
2021
Q1 | $210K | Buy |
+905
| New | +$210K | 0.09% | 151 |
|