Nations 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 | $2.1M | Sell |
5,400
-64
| -1% | -$24.9K | 0.14% | 176 |
|
|
2025
Q1 | $1.8M | Buy |
5,464
+98
| +2% | +$32.3K | 0.14% | 180 |
|
|
2024
Q4 | $1.95M | Sell |
5,366
-128
| -2% | -$46.4K | 0.14% | 179 |
|
|
2024
Q3 | $2.15M | Sell |
5,494
-187
| -3% | -$73.1K | 0.16% | 159 |
|
|
2024
Q2 | $1.89M | Buy |
5,681
+42
| +0.7% | +$14K | 0.15% | 154 |
|
|
2024
Q1 | $2.07M | Buy |
5,639
+396
| +8% | +$145K | 0.17% | 138 |
|
|
2023
Q4 | $1.55M | Buy |
5,243
+461
| +10% | +$136K | 0.14% | 164 |
|
|
2023
Q3 | $1.31M | Buy |
4,782
+166
| +4% | +$45.3K | 0.13% | 185 |
|
|
2023
Q2 | $1.14M | Sell |
4,616
-319
| -6% | -$78.5K | 0.11% | 216 |
|
|
2023
Q1 | $1.13M | Buy |
4,935
+282
| +6% | +$64.5K | 0.12% | 206 |
|
|
2022
Q4 | $1.11M | Sell |
4,653
-864
| -16% | -$207K | 0.13% | 208 |
|
|
2022
Q3 | $905K | Sell |
5,517
-34
| -0.6% | -$5.58K | 0.13% | 189 |
|
|
2022
Q2 | $992K | Buy |
5,551
+419
| +8% | +$74.9K | 0.13% | 192 |
|
|
2022
Q1 | $1.14M | Buy |
5,132
+209
| +4% | +$46.6K | 0.14% | 178 |
|
|
2021
Q4 | $1.02M | Buy |
4,923
+457
| +10% | +$94.5K | 0.13% | 170 |
|
|
2021
Q3 | $857K | Buy |
4,466
+138
| +3% | +$26.5K | 0.13% | 181 |
|
|
2021
Q2 | $942K | Sell |
4,328
-90
| -2% | -$19.6K | 0.16% | 166 |
|
|
2021
Q1 | $1.02M | Sell |
4,418
-2,504
| -36% | -$580K | 0.23% | 122 |
|
|
2020
Q4 | $1.26M | Sell |
6,922
-3
| -0% | -$546 | 0.33% | 81 |
|
|
2020
Q3 | $1.03M | Sell |
6,925
-178
| -3% | -$26.6K | 0.32% | 88 |
|
|
2020
Q2 | $899K | Sell |
7,103
-138
| -2% | -$17.5K | 0.32% | 92 |
|
|
2020
Q1 | $840K | Buy |
7,241
+20
| +0.3% | +$2.32K | 0.36% | 79 |
|
|
2019
Q4 | $1.07M | Buy |
7,221
+8
| +0.1% | +$1.18K | 0.37% | 77 |
|
|
2019
Q3 | $994K | Buy |
7,213
+670
| +10% | +$92.3K | 0.36% | 78 |
|
|
2019
Q2 | $892K | Buy |
6,543
+67
| +1% | +$9.13K | 0.59% | 41 |
|
|
2019
Q1 | $878K | Buy |
6,476
+19
| +0.3% | +$2.58K | 0.6% | 40 |
|
|
2018
Q4 | $821K | Buy |
6,457
+359
| +6% | +$45.6K | 0.66% | 37 |
|
|
2018
Q3 | $930K | Buy |
6,098
+120
| +2% | +$18.3K | 0.67% | 32 |
|
|
2018
Q2 | $811K | Sell |
5,978
-105
| -2% | -$14.2K | 0.68% | 34 |
|
|
2018
Q1 | $897K | Buy |
6,083
+1,758
| +41% | +$259K | 0.82% | 26 |
|
|
2017
Q4 | $682K | Buy |
4,325
+1
| +0% | +$158 | 0.63% | 45 |
|
|
2017
Q3 | $539K | Sell |
4,324
-376
| -8% | -$46.9K | 0.52% | 57 |
|
|
2017
Q2 | $505K | Buy |
4,700
+661
| +16% | +$71K | 0.42% | 72 |
|
|
2017
Q1 | $375K | Sell |
4,039
-1,171
| -22% | -$109K | 0.37% | 81 |
|
|
2016
Q4 | $483K | Sell |
5,210
-5,753
| -52% | -$533K | 0.52% | 63 |
|
|
2016
Q3 | $973K | Buy |
10,963
+429
| +4% | +$38.1K | 0.96% | 26 |
|
|
2016
Q2 | $799K | Buy |
10,534
+1,262
| +14% | +$95.7K | 0.84% | 39 |
|
|
2016
Q1 | $709K | Sell |
9,272
-605
| -6% | -$46.3K | 0.82% | 38 |
|
|
2015
Q4 | $671K | Buy |
+9,877
| New | +$671K | 0.87% | 35 |
|