MF
Manchester Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
924
| – | – | 0.08% | 85 |
|
|
2025
Q1 | $305K | Sell |
924
-3
| -0.3% | -$989 | 0.07% | 95 |
|
|
2024
Q4 | $336K | Sell |
927
-2
| -0.2% | -$725 | 0.07% | 81 |
|
|
2024
Q3 | $363K | Sell |
929
-6
| -0.6% | -$2.35K | 0.08% | 73 |
|
|
2024
Q2 | $311K | Buy |
935
+96
| +11% | +$32K | 0.08% | 77 |
|
|
2024
Q1 | $307K | Sell |
839
-4,007
| -83% | -$1.47M | 0.08% | 75 |
|
|
2023
Q4 | $1.43M | Sell |
4,846
-138
| -3% | -$40.8K | 0.4% | 30 |
|
|
2023
Q3 | $1.36M | Sell |
4,984
-275
| -5% | -$75.1K | 0.4% | 28 |
|
|
2023
Q2 | $1.29M | Buy |
5,259
+7
| +0.1% | +$1.72K | 0.37% | 30 |
|
|
2023
Q1 | $1.2M | Buy |
5,252
+4,355
| +486% | +$997K | 0.35% | 33 |
|
|
2022
Q4 | $215K | Buy |
+897
| New | +$215K | 0.06% | 91 |
|
|
2022
Q2 | – | Sell |
-897
| Closed | -$200K | – | 107 |
|
|
2022
Q1 | $200K | Buy |
+897
| New | +$200K | 0.07% | 91 |
|
|
2021
Q2 | – | Sell |
-941
| Closed | -$218K | – | 172 |
|
|
2021
Q1 | $218K | Hold |
941
| – | – | 0.1% | 69 |
|
|
2020
Q4 | $171K | Buy |
941
+22
| +2% | +$4K | 0.11% | 66 |
|
|
2020
Q3 | $137K | Hold |
919
| – | – | 0.1% | 68 |
|
|
2020
Q2 | $116K | Sell |
919
-28
| -3% | -$3.53K | 0.09% | 75 |
|
|
2020
Q1 | $110K | Sell |
947
-75
| -7% | -$8.71K | 0.08% | 80 |
|
|
2019
Q4 | $151K | Buy |
+1,022
| New | +$151K | 0.06% | 71 |
|
|
2019
Q3 | – | Sell |
-1,171
| Closed | -$160K | – | 112 |
|
|
2019
Q2 | $160K | Buy |
+1,171
| New | +$160K | 0.07% | 69 |
|