HTLF Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $341K | Sell |
941
-252
| -21% | -$91.4K | 0.04% | 155 |
|
|
2024
Q3 | $467K | Sell |
1,193
-178
| -13% | -$69.6K | 0.05% | 140 |
|
|
2024
Q2 | $457K | Sell |
1,371
-75
| -5% | -$25K | 0.05% | 146 |
|
|
2024
Q1 | $530K | Hold |
1,446
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $428K | Buy |
+1,446
| New | +$428K | 0.05% | 146 |
|