Kistler-Tiffany Companies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.31M | Buy |
9,404
+70
| +0.7% | +$17.2K | 0.38% | 51 |
|
|
2023
Q1 | $2.14M | Sell |
9,334
-346
| -4% | -$79.2K | 0.41% | 51 |
|
|
2022
Q4 | $2.32M | Buy |
9,680
+14
| +0.1% | +$3.35K | 0.48% | 41 |
|
|
2022
Q3 | $1.59M | Buy |
9,666
+16
| +0.2% | +$2.63K | 0.36% | 52 |
|
|
2022
Q2 | $1.73M | Buy |
9,650
+13
| +0.1% | +$2.32K | 0.38% | 47 |
|
|
2022
Q1 | $2.15M | Buy |
9,637
+14
| +0.1% | +$3.12K | 0.41% | 45 |
|
|
2021
Q4 | $1.99M | Buy |
9,623
+14
| +0.1% | +$2.9K | 0.39% | 47 |
|
|
2021
Q3 | $1.85M | Buy |
9,609
+41
| +0.4% | +$7.87K | 0.42% | 44 |
|
|
2021
Q2 | $2.08M | Sell |
9,568
-7
| -0.1% | -$1.52K | 0.48% | 38 |
|
|
2021
Q1 | $2.22M | Buy |
9,575
+2,513
| +36% | +$583K | 0.57% | 33 |
|
|
2020
Q4 | $1.29M | Hold |
7,062
| – | – | 0.37% | 47 |
|
|
2020
Q3 | $1.05M | Hold |
7,062
| – | – | 0.34% | 49 |
|
|
2020
Q2 | $893K | Buy |
7,062
+10
| +0.1% | +$1.27K | 0.32% | 58 |
|
|
2020
Q1 | $1.04M | Hold |
7,052
| – | – | 0.37% | 48 |
|
|
2019
Q4 | $1.04M | Sell |
7,052
-204
| -3% | -$30.1K | 0.36% | 49 |
|
|
2019
Q3 | $917K | Sell |
7,256
-51
| -0.7% | -$6.45K | 0.35% | 50 |
|
|
2019
Q2 | $996K | Buy |
7,307
+1
| +0% | +$136 | 0.38% | 48 |
|
|
2019
Q1 | $990K | Sell |
7,306
-347
| -5% | -$47K | 0.41% | 45 |
|
|
2018
Q4 | $972K | Buy |
7,653
+2
| +0% | +$254 | 0.45% | 43 |
|
|
2018
Q3 | $1.17M | Buy |
7,651
+1
| +0% | +$153 | 0.48% | 38 |
|
|
2018
Q2 | $1.04M | Sell |
7,650
-494
| -6% | -$67K | 0.46% | 39 |
|
|
2018
Q1 | $1.2M | Buy |
8,144
+66
| +0.8% | +$9.73K | 0.49% | 38 |
|
|
2017
Q4 | $1.27M | Sell |
8,078
-94
| -1% | -$14.8K | 0.5% | 39 |
|
|
2017
Q3 | $1.02M | Buy |
8,172
+241
| +3% | +$30.1K | 0.43% | 45 |
|
|
2017
Q2 | $852K | Sell |
7,931
-535
| -6% | -$57.5K | 0.39% | 48 |
|
|
2017
Q1 | $785K | Sell |
8,466
-19
| -0.2% | -$1.76K | 0.37% | 48 |
|
|
2016
Q4 | $787K | Sell |
8,485
-161
| -2% | -$14.9K | 0.39% | 46 |
|
|
2016
Q3 | $768K | Buy |
8,646
+47
| +0.5% | +$4.18K | 0.38% | 46 |
|
|
2016
Q2 | $652K | Buy |
8,599
+422
| +5% | +$32K | 0.33% | 51 |
|
|
2016
Q1 | $626K | Buy |
8,177
+3
| +0% | +$230 | 0.35% | 51 |
|
|
2015
Q4 | $596K | Sell |
8,174
-297
| -4% | -$21.7K | 0.33% | 56 |
|
|
2015
Q3 | $554K | Sell |
8,471
-850
| -9% | -$55.6K | 0.33% | 56 |
|
|
2015
Q2 | $791K | Buy |
9,321
+279
| +3% | +$23.7K | 0.47% | 42 |
|
|
2015
Q1 | $724K | Sell |
9,042
-364
| -4% | -$29.1K | 0.46% | 43 |
|
|
2014
Q4 | $861K | Buy |
+9,406
| New | +$861K | 0.56% | 34 |
|
|
2014
Q3 | – | Sell |
-9,576
| Closed | -$1.04M | – | 622 |
|
|
2014
Q2 | $1.04M | Buy |
9,576
+35
| +0.4% | +$3.81K | 0.76% | 32 |
|
|
2014
Q1 | $948K | Sell |
9,541
-113
| -1% | -$11.2K | 0.71% | 33 |
|
|
2013
Q4 | $877K | Buy |
9,654
+141
| +1% | +$12.8K | 0.66% | 37 |
|
|
2013
Q3 | $793K | Buy |
9,513
+200
| +2% | +$16.7K | 0.64% | 37 |
|
|
2013
Q2 | $768K | Buy |
+9,313
| New | +$768K | 0.66% | 38 |
|