Greenleaf 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 | $6.07M | Sell |
15,634
-777
| -5% | -$302K | 0.05% | 89 |
|
|
2025
Q1 | $5.41M | Sell |
16,411
-1,330
| -7% | -$439K | 0.05% | 100 |
|
|
2024
Q4 | $6.44M | Buy |
17,741
+436
| +3% | +$158K | 0.06% | 90 |
|
|
2024
Q3 | $6.77M | Buy |
17,305
+266
| +2% | +$104K | 0.06% | 88 |
|
|
2024
Q2 | $5.68M | Sell |
17,039
-364
| -2% | -$121K | 0.05% | 92 |
|
|
2024
Q1 | $6.38M | Buy |
17,403
+1,431
| +9% | +$524K | 0.06% | 88 |
|
|
2023
Q4 | $4.72M | Sell |
15,972
-372
| -2% | -$110K | 0.05% | 102 |
|
|
2023
Q3 | $4.46M | Buy |
16,344
+302
| +2% | +$82.4K | 0.05% | 93 |
|
|
2023
Q2 | $3.95M | Buy |
16,042
+474
| +3% | +$117K | 0.04% | 101 |
|
|
2023
Q1 | $3.56M | Buy |
15,568
+699
| +5% | +$160K | 0.04% | 111 |
|
|
2022
Q4 | $3.56M | Buy |
14,869
+1,825
| +14% | +$437K | 0.05% | 109 |
|
|
2022
Q3 | $2.14M | Buy |
13,044
+46
| +0.4% | +$7.55K | 0.03% | 141 |
|
|
2022
Q2 | $2.32M | Sell |
12,998
-306
| -2% | -$54.7K | 0.04% | 118 |
|
|
2022
Q1 | $2.96M | Buy |
13,304
+518
| +4% | +$115K | 0.04% | 101 |
|
|
2021
Q4 | $2.64M | Buy |
12,786
+1,109
| +9% | +$229K | 0.03% | 107 |
|
|
2021
Q3 | $2.24M | Buy |
11,677
+125
| +1% | +$24K | 0.03% | 108 |
|
|
2021
Q2 | $2.51M | Buy |
11,552
+405
| +4% | +$88.1K | 0.03% | 109 |
|
|
2021
Q1 | $2.59M | Buy |
11,147
+1,031
| +10% | +$239K | 0.03% | 95 |
|
|
2020
Q4 | $1.84M | Buy |
10,116
+669
| +7% | +$122K | 0.02% | 115 |
|
|
2020
Q3 | $1.41M | Buy |
9,447
+923
| +11% | +$138K | 0.02% | 127 |
|
|
2020
Q2 | $1.08M | Buy |
8,524
+952
| +13% | +$120K | 0.02% | 148 |
|
|
2020
Q1 | $879K | Buy |
7,572
+126
| +2% | +$14.6K | 0.02% | 147 |
|
|
2019
Q4 | $1.1M | Buy |
7,446
+543
| +8% | +$80.2K | 0.02% | 157 |
|
|
2019
Q3 | $872K | Sell |
6,903
-1,203
| -15% | -$152K | 0.01% | 179 |
|
|
2019
Q2 | $1.11M | Sell |
8,106
-1,395
| -15% | -$190K | 0.02% | 156 |
|
|
2019
Q1 | $1.29M | Buy |
9,501
+221
| +2% | +$29.9K | 0.02% | 137 |
|
|
2018
Q4 | $1.18M | Buy |
9,280
+1,519
| +20% | +$193K | 0.02% | 133 |
|
|
2018
Q3 | $1.18M | Buy |
7,761
+352
| +5% | +$53.7K | 0.02% | 146 |
|
|
2018
Q2 | $1.01M | Buy |
7,409
+1,482
| +25% | +$201K | 0.02% | 156 |
|
|
2018
Q1 | $874K | Buy |
5,927
+332
| +6% | +$49K | 0.02% | 163 |
|
|
2017
Q4 | $882K | Buy |
5,595
+167
| +3% | +$26.3K | 0.02% | 166 |
|
|
2017
Q3 | $677K | Buy |
5,428
+1,413
| +35% | +$176K | 0.01% | 184 |
|
|
2017
Q2 | $431K | Buy |
4,015
+299
| +8% | +$32.1K | 0.01% | 219 |
|
|
2017
Q1 | $345K | Sell |
3,716
-272
| -7% | -$25.3K | 0.01% | 204 |
|
|
2016
Q4 | $370K | Buy |
3,988
+175
| +5% | +$16.2K | 0.01% | 158 |
|
|
2016
Q3 | $338K | Buy |
+3,813
| New | +$338K | 0.01% | 148 |
|
|
2015
Q1 | – | Sell |
-2,325
| Closed | -$213K | – | 158 |
|
|
2014
Q4 | $213K | Hold |
2,325
| – | – | 0.01% | 148 |
|
|
2014
Q3 | $230K | Hold |
2,325
| – | – | 0.01% | 141 |
|
|
2014
Q2 | $253K | Sell |
2,325
-347
| -13% | -$37.8K | 0.01% | 136 |
|
|
2014
Q1 | $266K | Hold |
2,672
| – | – | 0.01% | 135 |
|
|
2013
Q4 | $243K | Buy |
+2,672
| New | +$243K | 0.01% | 140 |
|