KeyBank National Association’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2M | Buy |
191,239
+56,757
| +42% | +$22M | 0.28% | 77 |
|
|
2025
Q1 | $44.4M | Sell |
134,482
-724
| -0.5% | -$239K | 0.18% | 105 |
|
|
2024
Q4 | $49M | Sell |
135,206
-1,248
| -0.9% | -$453K | 0.19% | 101 |
|
|
2024
Q3 | $53.4M | Sell |
136,454
-3,202
| -2% | -$1.25M | 0.21% | 95 |
|
|
2024
Q2 | $46.5M | Sell |
139,656
-2,572
| -2% | -$857K | 0.19% | 106 |
|
|
2024
Q1 | $52.1M | Sell |
142,228
-17
| -0% | -$6.23K | 0.22% | 99 |
|
|
2023
Q4 | $42.1M | Buy |
142,245
+670
| +0.5% | +$198K | 0.19% | 115 |
|
|
2023
Q3 | $38.6M | Sell |
141,575
-4,137
| -3% | -$1.13M | 0.19% | 115 |
|
|
2023
Q2 | $35.9M | Sell |
145,712
-822
| -0.6% | -$202K | 0.16% | 123 |
|
|
2023
Q1 | $33.5M | Sell |
146,534
-1,598
| -1% | -$366K | 0.16% | 124 |
|
|
2022
Q4 | $35.5M | Sell |
148,132
-2,919
| -2% | -$699K | 0.17% | 120 |
|
|
2022
Q3 | $24.8M | Sell |
151,051
-2,053
| -1% | -$337K | 0.13% | 141 |
|
|
2022
Q2 | $27.4M | Sell |
153,104
-1,559
| -1% | -$279K | 0.13% | 143 |
|
|
2022
Q1 | $34.5M | Sell |
154,663
-3,147
| -2% | -$701K | 0.15% | 134 |
|
|
2021
Q4 | $32.6M | Sell |
157,810
-493
| -0.3% | -$102K | 0.13% | 137 |
|
|
2021
Q3 | $30.4M | Sell |
158,303
-885
| -0.6% | -$170K | 0.13% | 136 |
|
|
2021
Q2 | $34.6M | Sell |
159,188
-4,719
| -3% | -$1.03M | 0.15% | 134 |
|
|
2021
Q1 | $38M | Sell |
163,907
-3,416
| -2% | -$792K | 0.18% | 122 |
|
|
2020
Q4 | $30.5M | Sell |
167,323
-974
| -0.6% | -$177K | 0.15% | 127 |
|
|
2020
Q3 | $25.1M | Sell |
168,297
-549
| -0.3% | -$81.9K | 0.14% | 128 |
|
|
2020
Q2 | $21.4M | Sell |
168,846
-5,996
| -3% | -$758K | 0.12% | 133 |
|
|
2020
Q1 | $20.3M | Sell |
174,842
-1,691
| -1% | -$196K | 0.14% | 129 |
|
|
2019
Q4 | $26.1M | Buy |
176,533
+124
| +0.1% | +$18.3K | 0.14% | 131 |
|
|
2019
Q3 | $22.3M | Sell |
176,409
-3,722
| -2% | -$470K | 0.13% | 137 |
|
|
2019
Q2 | $24.6M | Sell |
180,131
-8,169
| -4% | -$1.11M | 0.14% | 134 |
|
|
2019
Q1 | $25.5M | Buy |
188,300
+541
| +0.3% | +$73.3K | 0.15% | 127 |
|
|
2018
Q4 | $23.9M | Sell |
187,759
-9,345
| -5% | -$1.19M | 0.16% | 126 |
|
|
2018
Q3 | $30.1M | Sell |
197,104
-675
| -0.3% | -$103K | 0.17% | 119 |
|
|
2018
Q2 | $26.8M | Sell |
197,779
-2,071
| -1% | -$281K | 0.16% | 126 |
|
|
2018
Q1 | $29.5M | Sell |
199,850
-6,119
| -3% | -$902K | 0.17% | 118 |
|
|
2017
Q4 | $32.5M | Sell |
205,969
-10,765
| -5% | -$1.7M | 0.19% | 114 |
|
|
2017
Q3 | $27M | Sell |
216,734
-4,443
| -2% | -$554K | 0.16% | 128 |
|
|
2017
Q2 | $23.8M | Sell |
221,177
-7,735
| -3% | -$831K | 0.14% | 136 |
|
|
2017
Q1 | $21.2M | Sell |
228,912
-6,051
| -3% | -$561K | 0.13% | 143 |
|
|
2016
Q4 | $21.8M | Sell |
234,963
-8,935
| -4% | -$829K | 0.14% | 138 |
|
|
2016
Q3 | $21.7M | Sell |
243,898
-3,136
| -1% | -$278K | 0.14% | 140 |
|
|
2016
Q2 | $18.7M | Sell |
247,034
-7,235
| -3% | -$548K | 0.12% | 144 |
|
|
2016
Q1 | $19.5M | Buy |
254,269
+5,691
| +2% | +$436K | 0.13% | 144 |
|
|
2015
Q4 | $16.9M | Sell |
248,578
-10,611
| -4% | -$721K | 0.11% | 148 |
|
|
2015
Q3 | $16.9M | Buy |
259,189
+13,494
| +5% | +$882K | 0.12% | 147 |
|
|
2015
Q2 | $20.8M | Sell |
245,695
-3,297
| -1% | -$280K | 0.14% | 136 |
|
|
2015
Q1 | $19.9M | Sell |
248,992
-11,406
| -4% | -$913K | 0.13% | 140 |
|
|
2014
Q4 | $23.8M | Sell |
260,398
-5,426
| -2% | -$497K | 0.16% | 120 |
|
|
2014
Q3 | $26.3M | Sell |
265,824
-10,287
| -4% | -$1.02M | 0.18% | 114 |
|
|
2014
Q2 | $30M | Sell |
276,111
-4,317
| -2% | -$469K | 0.2% | 109 |
|
|
2014
Q1 | $27.9M | Sell |
280,428
-6,019
| -2% | -$598K | 0.22% | 109 |
|
|
2013
Q4 | $26M | Sell |
286,447
-11,647
| -4% | -$1.06M | 0.17% | 116 |
|
|
2013
Q3 | $24.9M | Sell |
298,094
-21,747
| -7% | -$1.81M | 0.17% | 118 |
|
|
2013
Q2 | $26.4M | Buy |
+319,841
| New | +$26.4M | 0.1% | 244 |
|