Independence Bank of Kentucky’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
2,214
+42
| +2% | +$16.3K | 0.12% | 144 |
|
|
2025
Q1 | $716K | Buy |
2,172
+42
| +2% | +$13.9K | 0.11% | 161 |
|
|
2024
Q4 | $773K | Buy |
2,130
+512
| +32% | +$186K | 0.12% | 151 |
|
|
2024
Q3 | $633K | Buy |
1,618
+35
| +2% | +$13.7K | 0.14% | 152 |
|
|
2024
Q2 | $527K | Buy |
1,583
+944
| +148% | +$314K | 0.14% | 153 |
|
|
2024
Q1 | $234K | Sell |
639
-6
| -0.9% | -$2.2K | 0.07% | 205 |
|
|
2023
Q4 | $191K | Buy |
645
+283
| +78% | +$83.7K | 0.07% | 205 |
|
|
2023
Q3 | $98.8K | Hold |
362
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $89.1K | Sell |
362
-50
| -12% | -$12.3K | 0.04% | 241 |
|
|
2023
Q1 | $94.3K | Sell |
412
-310
| -43% | -$70.9K | 0.04% | 227 |
|
|
2022
Q4 | $173K | Sell |
722
-195
| -21% | -$46.7K | 0.08% | 169 |
|
|
2022
Q3 | $150K | Buy |
917
+40
| +5% | +$6.54K | 0.07% | 158 |
|
|
2022
Q2 | $157K | Buy |
877
+42
| +5% | +$7.52K | 0.07% | 165 |
|
|
2022
Q1 | $186K | Hold |
835
| – | – | 0.07% | 168 |
|
|
2021
Q4 | $173K | Sell |
835
-100
| -11% | -$20.7K | 0.07% | 162 |
|
|
2021
Q3 | $179K | Sell |
935
-25
| -3% | -$4.79K | 0.08% | 157 |
|
|
2021
Q2 | $209K | Sell |
960
-95
| -9% | -$20.7K | 0.09% | 150 |
|
|
2021
Q1 | $245K | Sell |
1,055
-95
| -8% | -$22.1K | 0.12% | 134 |
|
|
2020
Q4 | $209K | Sell |
1,150
-125
| -10% | -$22.7K | 0.11% | 143 |
|
|
2020
Q3 | $190K | Hold |
1,275
| – | – | 0.11% | 133 |
|
|
2020
Q2 | $161K | Hold |
1,275
| – | – | 0.1% | 130 |
|
|
2020
Q1 | $148K | Sell |
1,275
-1,018
| -44% | -$118K | 0.12% | 125 |
|
|
2019
Q4 | $339K | Buy |
2,293
+100
| +5% | +$14.8K | 0.22% | 97 |
|
|
2019
Q3 | $277K | Buy |
2,193
+293
| +15% | +$37K | 0.2% | 106 |
|
|
2019
Q2 | $259K | Sell |
1,900
-375
| -16% | -$51.1K | 0.2% | 97 |
|
|
2019
Q1 | $308K | Sell |
2,275
-135
| -6% | -$18.3K | 0.25% | 81 |
|
|
2018
Q4 | $306K | Buy |
2,410
+130
| +6% | +$16.5K | 0.28% | 77 |
|
|
2018
Q3 | $348K | Sell |
2,280
-50
| -2% | -$7.63K | 0.27% | 80 |
|
|
2018
Q2 | $316K | Sell |
2,330
-50
| -2% | -$6.78K | 0.27% | 80 |
|
|
2018
Q1 | $351K | Buy |
2,380
+920
| +63% | +$136K | 0.3% | 77 |
|
|
2017
Q4 | $230K | Buy |
+1,460
| New | +$230K | 0.2% | 102 |
|