Parkside Financial Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
6,326
+59
| +0.9% | +$22.9K | 0.26% | 76 |
|
|
2025
Q1 | $2.07M | Buy |
6,267
+295
| +5% | +$97.3K | 0.26% | 74 |
|
|
2024
Q4 | $2.17M | Buy |
5,972
+144
| +2% | +$52.2K | 0.29% | 65 |
|
|
2024
Q3 | $2.28M | Buy |
5,828
+214
| +4% | +$83.7K | 0.32% | 62 |
|
|
2024
Q2 | $1.87M | Buy |
5,614
+8
| +0.1% | +$2.67K | 0.29% | 63 |
|
|
2024
Q1 | $2.05M | Buy |
5,606
+553
| +11% | +$203K | 0.33% | 58 |
|
|
2023
Q4 | $1.49M | Sell |
5,053
-503
| -9% | -$149K | 0.27% | 67 |
|
|
2023
Q3 | $1.52M | Buy |
5,556
+86
| +2% | +$23.5K | 0.35% | 52 |
|
|
2023
Q2 | $1.35M | Buy |
5,470
+597
| +12% | +$147K | 0.32% | 57 |
|
|
2023
Q1 | $1.12M | Sell |
4,873
-534
| -10% | -$122K | 0.3% | 58 |
|
|
2022
Q4 | $1.3M | Buy |
5,407
+353
| +7% | +$84.6K | 0.37% | 52 |
|
|
2022
Q3 | $829K | Sell |
5,054
-91
| -2% | -$14.9K | 0.26% | 60 |
|
|
2022
Q2 | $919K | Buy |
5,145
+3,264
| +174% | +$583K | 0.28% | 60 |
|
|
2022
Q1 | $419K | Buy |
1,881
+84
| +5% | +$18.7K | 0.11% | 135 |
|
|
2021
Q4 | $371K | Sell |
1,797
-343
| -16% | -$70.8K | 0.09% | 158 |
|
|
2021
Q3 | $411K | Sell |
2,140
-9
| -0.4% | -$1.73K | 0.12% | 118 |
|
|
2021
Q2 | $467K | Sell |
2,149
-358
| -14% | -$77.8K | 0.14% | 112 |
|
|
2021
Q1 | $581K | Buy |
2,507
+26
| +1% | +$6.03K | 0.18% | 83 |
|
|
2020
Q4 | $452K | Buy |
2,481
+233
| +10% | +$42.4K | 0.14% | 107 |
|
|
2020
Q3 | $335K | Sell |
2,248
-1,165
| -34% | -$174K | 0.12% | 119 |
|
|
2020
Q2 | $432K | Sell |
3,413
-216
| -6% | -$27.3K | 0.14% | 104 |
|
|
2020
Q1 | $421K | Buy |
3,629
+54
| +2% | +$6.27K | 0.16% | 87 |
|
|
2019
Q4 | $528K | Buy |
3,575
+478
| +15% | +$70.6K | 0.15% | 91 |
|
|
2019
Q3 | $392K | Buy |
3,097
+330
| +12% | +$41.8K | 0.13% | 122 |
|
|
2019
Q2 | $377K | Buy |
2,767
+161
| +6% | +$21.9K | 0.12% | 128 |
|
|
2019
Q1 | $353K | Buy |
2,606
+3
| +0.1% | +$406 | 0.12% | 134 |
|
|
2018
Q4 | $331K | Buy |
2,603
+117
| +5% | +$14.9K | 0.12% | 124 |
|
|
2018
Q3 | $379K | Sell |
2,486
-15
| -0.6% | -$2.29K | 0.13% | 129 |
|
|
2018
Q2 | $339K | Sell |
2,501
-197
| -7% | -$26.7K | 0.13% | 136 |
|
|
2018
Q1 | $397K | Sell |
2,698
-14
| -0.5% | -$2.06K | 0.15% | 105 |
|
|
2017
Q4 | $428K | Buy |
2,712
+561
| +26% | +$88.5K | 0.16% | 102 |
|
|
2017
Q3 | $268K | Buy |
2,151
+614
| +40% | +$76.5K | 0.1% | 141 |
|
|
2017
Q2 | $165K | Buy |
1,537
+45
| +3% | +$4.83K | 0.07% | 161 |
|
|
2017
Q1 | $139K | Sell |
1,492
-739
| -33% | -$68.8K | 0.06% | 172 |
|
|
2016
Q4 | $206K | Buy |
2,231
+114
| +5% | +$10.5K | 0.09% | 156 |
|
|
2016
Q3 | $188K | Sell |
2,117
-355
| -14% | -$31.5K | 0.09% | 162 |
|
|
2016
Q2 | $187K | Buy |
2,472
+458
| +23% | +$34.6K | 0.09% | 152 |
|
|
2016
Q1 | $154K | Buy |
2,014
+128
| +7% | +$9.79K | 0.08% | 170 |
|
|
2015
Q4 | $129K | Buy |
1,886
+203
| +12% | +$13.9K | 0.06% | 187 |
|
|
2015
Q3 | $110K | Buy |
+1,683
| New | +$110K | 0.06% | 192 |
|
|
2015
Q1 | – | Sell |
-2,199
| Closed | -$202K | – | 176 |
|
|
2014
Q4 | $202K | Sell |
2,199
-103
| -4% | -$9.46K | 0.11% | 160 |
|
|
2014
Q3 | $229K | Sell |
2,302
-74
| -3% | -$7.36K | 0.14% | 147 |
|
|
2014
Q2 | $259K | Sell |
2,376
-1,253
| -35% | -$137K | 0.15% | 135 |
|
|
2014
Q1 | $360K | Buy |
3,629
+37
| +1% | +$3.67K | 0.23% | 101 |
|
|
2013
Q4 | $326K | Sell |
3,592
-955
| -21% | -$86.7K | 0.22% | 104 |
|
|
2013
Q3 | $380K | Sell |
4,547
-344
| -7% | -$28.7K | 0.3% | 82 |
|
|
2013
Q2 | $404K | Buy |
+4,891
| New | +$404K | 0.32% | 73 |
|