MidWestOne Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Hold |
7,987
| – | – | 0.4% | 58 |
|
|
2025
Q1 | $2.63M | Buy |
7,987
+68
| +0.9% | +$22.4K | 0.37% | 62 |
|
|
2024
Q4 | $2.87M | Hold |
7,919
| – | – | 0.4% | 57 |
|
|
2024
Q3 | $3.1M | Hold |
7,919
| – | – | 0.43% | 46 |
|
|
2024
Q2 | $2.64M | Sell |
7,919
-39
| -0.5% | -$13K | 0.48% | 47 |
|
|
2024
Q1 | $2.92M | Hold |
7,958
| – | – | 0.52% | 45 |
|
|
2023
Q4 | $2.35M | Sell |
7,958
-25
| -0.3% | -$7.39K | 0.45% | 56 |
|
|
2023
Q3 | $2.18M | Sell |
7,983
-61
| -0.8% | -$16.7K | 0.49% | 50 |
|
|
2023
Q2 | $1.98M | Buy |
8,044
+387
| +5% | +$95.2K | 0.43% | 54 |
|
|
2023
Q1 | $1.75M | Buy |
7,657
+1,535
| +25% | +$351K | 0.4% | 57 |
|
|
2022
Q4 | $1.47M | Sell |
6,122
-1,450
| -19% | -$347K | 0.33% | 65 |
|
|
2022
Q3 | $1.24M | Buy |
7,572
+25
| +0.3% | +$4.1K | 0.32% | 70 |
|
|
2022
Q2 | $1.35M | Buy |
7,547
+625
| +9% | +$112K | 0.33% | 64 |
|
|
2022
Q1 | $1.54M | Sell |
6,922
-117
| -2% | -$26.1K | 0.33% | 67 |
|
|
2021
Q4 | $1.46M | Buy |
7,039
+1,015
| +17% | +$210K | 0.31% | 79 |
|
|
2021
Q3 | $1.16M | Sell |
6,024
-1,015
| -14% | -$195K | 0.27% | 85 |
|
|
2021
Q2 | $1.53M | Hold |
7,039
| – | – | 0.36% | 65 |
|
|
2021
Q1 | $1.63M | Buy |
7,039
+1,015
| +17% | +$235K | 0.4% | 54 |
|
|
2020
Q4 | $1.1M | Hold |
6,024
| – | – | 0.3% | 79 |
|
|
2020
Q3 | $898K | Hold |
6,024
| – | – | 0.3% | 91 |
|
|
2020
Q2 | $762K | Hold |
6,024
| – | – | 0.32% | 63 |
|
|
2020
Q1 | $699K | Hold |
6,024
| – | – | 0.26% | 95 |
|
|
2019
Q4 | $889K | Buy |
6,024
+1,524
| +34% | +$225K | 0.18% | 97 |
|
|
2019
Q3 | $568K | Hold |
4,500
| – | – | 0.18% | 128 |
|
|
2019
Q2 | $613K | Buy |
+4,500
| New | +$613K | 0.17% | 144 |
|