Hancock Whitney’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
3,249
+460
| +16% | +$179K | 0.02% | 375 |
|
|
2025
Q1 | $920K | Buy |
2,789
+221
| +9% | +$72.9K | 0.03% | 327 |
|
|
2024
Q4 | $932K | Sell |
2,568
-45
| -2% | -$16.3K | 0.03% | 324 |
|
|
2024
Q3 | $1.02M | Sell |
2,613
-57
| -2% | -$22.3K | 0.03% | 311 |
|
|
2024
Q2 | $889K | Sell |
2,670
-131
| -5% | -$43.6K | 0.03% | 323 |
|
|
2024
Q1 | $1.03M | Sell |
2,801
-168
| -6% | -$61.6K | 0.04% | 307 |
|
|
2023
Q4 | $878K | Sell |
2,969
-74
| -2% | -$21.9K | 0.03% | 340 |
|
|
2023
Q3 | $831K | Sell |
3,043
-570
| -16% | -$156K | 0.03% | 335 |
|
|
2023
Q2 | $889K | Sell |
3,613
-62
| -2% | -$15.3K | 0.04% | 333 |
|
|
2023
Q1 | $841K | Buy |
3,675
+266
| +8% | +$60.9K | 0.03% | 329 |
|
|
2022
Q4 | $817K | Sell |
3,409
-128
| -4% | -$30.7K | 0.03% | 340 |
|
|
2022
Q3 | $580K | Sell |
3,537
-298
| -8% | -$48.9K | 0.02% | 391 |
|
|
2022
Q2 | $686K | Sell |
3,835
-126
| -3% | -$22.5K | 0.03% | 358 |
|
|
2022
Q1 | $882K | Sell |
3,961
-340
| -8% | -$75.7K | 0.03% | 347 |
|
|
2021
Q4 | $890K | Buy |
4,301
+524
| +14% | +$108K | 0.03% | 353 |
|
|
2021
Q3 | $725K | Sell |
3,777
-256
| -6% | -$49.1K | 0.03% | 377 |
|
|
2021
Q2 | $877K | Buy |
4,033
+417
| +12% | +$90.7K | 0.03% | 429 |
|
|
2021
Q1 | $839K | Sell |
3,616
-20
| -0.6% | -$4.64K | 0.03% | 432 |
|
|
2020
Q4 | $662K | Sell |
3,636
-153
| -4% | -$27.9K | 0.02% | 458 |
|
|
2020
Q3 | $565K | Sell |
3,789
-68
| -2% | -$10.1K | 0.02% | 481 |
|
|
2020
Q2 | $488K | Sell |
3,857
-229
| -6% | -$29K | 0.02% | 512 |
|
|
2020
Q1 | $474K | Sell |
4,086
-685
| -14% | -$79.5K | 0.02% | 520 |
|
|
2019
Q4 | $705K | Sell |
4,771
-752
| -14% | -$111K | 0.02% | 504 |
|
|
2019
Q3 | $698K | Sell |
5,523
-192
| -3% | -$24.3K | 0.02% | 515 |
|
|
2019
Q2 | $779K | Buy |
5,715
+14
| +0.2% | +$1.91K | 0.02% | 511 |
|
|
2019
Q1 | $772K | Sell |
5,701
-1,264
| -18% | -$171K | 0.02% | 523 |
|
|
2018
Q4 | $885K | Buy |
6,965
+708
| +11% | +$90K | 0.03% | 452 |
|
|
2018
Q3 | $954K | Sell |
6,257
-329
| -5% | -$50.2K | 0.03% | 487 |
|
|
2018
Q2 | $894K | Buy |
6,586
+34
| +0.5% | +$4.62K | 0.04% | 354 |
|
|
2018
Q1 | $966K | Sell |
6,552
-1,923
| -23% | -$284K | 0.04% | 360 |
|
|
2017
Q4 | $1.34M | Sell |
8,475
-164
| -2% | -$25.8K | 0.06% | 304 |
|
|
2017
Q3 | $1.08M | Buy |
+8,639
| New | +$1.08M | 0.05% | 330 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 533 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 529 |
|
|
2014
Q4 | – | Sell |
-181,870
| Closed | -$18M | – | 506 |
|
|
2014
Q3 | $18M | Buy |
181,870
+2,630
| +1% | +$260K | 0.69% | 36 |
|
|
2014
Q2 | $19.3M | Buy |
179,240
+174,610
| +3,771% | +$18.8M | 0.7% | 25 |
|
|
2014
Q1 | $460K | Buy |
+4,630
| New | +$460K | 0.02% | 410 |
|