Mechanics Financial Corp’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,901
+40
| +1% | +$15.5K | 0.48% | 46 |
|
|
2025
Q1 | $944K | Hold |
2,861
| – | – | 0.43% | 54 |
|
|
2024
Q4 | $1.04M | Sell |
2,861
-170
| -6% | -$61.7K | 0.47% | 49 |
|
|
2024
Q3 | $1.19M | Hold |
3,031
| – | – | 0.52% | 46 |
|
|
2024
Q2 | $1.01M | Buy |
3,031
+15
| +0.5% | +$5K | 0.52% | 47 |
|
|
2024
Q1 | $1.11M | Hold |
3,016
| – | – | 0.57% | 45 |
|
|
2023
Q4 | $892K | Buy |
3,016
+76
| +3% | +$22.5K | 0.5% | 48 |
|
|
2023
Q3 | $803K | Buy |
2,940
+95
| +3% | +$25.9K | 0.44% | 49 |
|
|
2023
Q2 | $700K | Buy |
2,845
+545
| +24% | +$134K | 0.38% | 52 |
|
|
2023
Q1 | $526K | Hold |
2,300
| – | – | 0.31% | 60 |
|
|
2022
Q4 | $551K | Hold |
2,300
| – | – | 0.33% | 60 |
|
|
2022
Q3 | $377K | Hold |
2,300
| – | – | 0.25% | 75 |
|
|
2022
Q2 | $411K | Hold |
2,300
| – | – | 0.25% | 71 |
|
|
2022
Q1 | $512K | Hold |
2,300
| – | – | 0.26% | 66 |
|
|
2021
Q4 | $476K | Buy |
+2,300
| New | +$476K | 0.23% | 69 |
|