ISB
Iowa State Bank’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
9,456
-2,764
| -23% | -$1.07M | 0.73% | 44 |
|
|
2025
Q1 | $4.03M | Sell |
12,220
-377
| -3% | -$124K | 0.86% | 38 |
|
|
2024
Q4 | $4.57M | Sell |
12,597
-109
| -0.9% | -$39.5K | 0.95% | 35 |
|
|
2024
Q3 | $4.97M | Sell |
12,706
-120
| -0.9% | -$46.9K | 1.02% | 35 |
|
|
2024
Q2 | $4.27M | Sell |
12,826
-1,259
| -9% | -$419K | 0.94% | 36 |
|
|
2024
Q1 | $5.16M | Sell |
14,085
-858
| -6% | -$314K | 1.14% | 32 |
|
|
2023
Q4 | $4.42M | Buy |
14,943
+338
| +2% | +$99.9K | 1.06% | 32 |
|
|
2023
Q3 | $3.99M | Buy |
14,605
+329
| +2% | +$89.8K | 1.03% | 31 |
|
|
2023
Q2 | $3.51M | Sell |
14,276
-690
| -5% | -$170K | 0.88% | 40 |
|
|
2023
Q1 | $3.42M | Sell |
14,966
-598
| -4% | -$137K | 0.86% | 40 |
|
|
2022
Q4 | $3.73M | Buy |
15,564
+340
| +2% | +$81.5K | 0.94% | 37 |
|
|
2022
Q3 | $2.5M | Buy |
15,224
+61
| +0.4% | +$10K | 0.71% | 55 |
|
|
2022
Q2 | $2.71M | Buy |
15,163
+192
| +1% | +$34.3K | 0.72% | 53 |
|
|
2022
Q1 | $3.34M | Buy |
14,971
+756
| +5% | +$168K | 0.77% | 48 |
|
|
2021
Q4 | $2.94M | Buy |
14,215
+59
| +0.4% | +$12.2K | 0.69% | 55 |
|
|
2021
Q3 | $2.72M | Sell |
14,156
-189
| -1% | -$36.3K | 0.76% | 48 |
|
|
2021
Q2 | $3.12M | Buy |
14,345
+244
| +2% | +$53.1K | 0.88% | 42 |
|
|
2021
Q1 | $3.27M | Sell |
14,101
-151
| -1% | -$35K | 0.98% | 39 |
|
|
2020
Q4 | $2.59M | Buy |
14,252
+14
| +0.1% | +$2.55K | 0.86% | 43 |
|
|
2020
Q3 | $2.12M | Buy |
14,238
+1,007
| +8% | +$150K | 0.82% | 43 |
|
|
2020
Q2 | $1.67M | Sell |
13,231
-7,372
| -36% | -$933K | 0.73% | 51 |
|
|
2020
Q1 | $2.39M | Buy |
20,603
+821
| +4% | +$95.3K | 1.12% | 33 |
|
|
2019
Q4 | $2.92M | Buy |
19,782
+876
| +5% | +$129K | 1.04% | 36 |
|
|
2019
Q3 | $2.39M | Buy |
18,906
+14,594
| +338% | +$1.84M | 0.91% | 39 |
|
|
2019
Q2 | $588K | Sell |
4,312
-25
| -0.6% | -$3.41K | 0.26% | 70 |
|
|
2019
Q1 | $588K | Sell |
4,337
-50
| -1% | -$6.78K | 0.27% | 66 |
|
|
2018
Q4 | $557K | Hold |
4,387
| – | – | 0.28% | 66 |
|
|
2018
Q3 | $669K | Hold |
4,387
| – | – | 0.3% | 64 |
|
|
2018
Q2 | $595K | Sell |
4,387
-265
| -6% | -$35.9K | 0.28% | 66 |
|
|
2018
Q1 | $686K | Buy |
4,652
+140
| +3% | +$20.6K | 0.33% | 59 |
|
|
2017
Q4 | $711K | Buy |
4,512
+215
| +5% | +$33.9K | 0.32% | 61 |
|
|
2017
Q3 | $536K | Sell |
4,297
-65
| -1% | -$8.11K | 0.25% | 68 |
|
|
2017
Q2 | $469K | Sell |
4,362
-400
| -8% | -$43K | 0.22% | 69 |
|
|
2017
Q1 | $442K | Sell |
4,762
-1,590
| -25% | -$148K | 0.22% | 66 |
|
|
2016
Q4 | $589K | Buy |
6,352
+2,632
| +71% | +$244K | 0.3% | 56 |
|
|
2016
Q3 | $330K | Buy |
3,720
+950
| +34% | +$84.3K | 0.18% | 72 |
|
|
2016
Q2 | $210K | Buy |
2,770
+50
| +2% | +$3.79K | 0.11% | 87 |
|
|
2016
Q1 | $208K | Buy |
+2,720
| New | +$208K | 0.12% | 88 |
|
|
2013
Q4 | – | Sell |
-2,629
| Closed | -$219K | – | 71 |
|
|
2013
Q3 | $219K | Hold |
2,629
| – | – | 0.17% | 67 |
|
|
2013
Q2 | $217K | Buy |
+2,629
| New | +$217K | 0.18% | 68 |
|