Patriot Financial Group Insurance Agency’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
1,920
+11
| +0.6% | +$4.27K | 0.09% | 255 |
|
|
2025
Q1 | $630K | Sell |
1,909
-65
| -3% | -$21.4K | 0.08% | 251 |
|
|
2024
Q4 | $716K | Buy |
1,974
+121
| +7% | +$43.9K | 0.1% | 225 |
|
|
2024
Q3 | $725K | Sell |
1,853
-65
| -3% | -$25.4K | 0.1% | 227 |
|
|
2024
Q2 | $639K | Buy |
1,918
+73
| +4% | +$24.3K | 0.09% | 235 |
|
|
2024
Q1 | $676K | Sell |
1,845
-48
| -3% | -$17.6K | 0.11% | 212 |
|
|
2023
Q4 | $560K | Buy |
1,893
+37
| +2% | +$10.9K | 0.11% | 226 |
|
|
2023
Q3 | $507K | Buy |
1,856
+103
| +6% | +$28.1K | 0.1% | 228 |
|
|
2023
Q2 | $431K | Buy |
1,753
+25
| +1% | +$6.15K | 0.08% | 272 |
|
|
2023
Q1 | $395K | Buy |
1,728
+410
| +31% | +$93.8K | 0.08% | 272 |
|
|
2022
Q4 | $316K | Sell |
1,318
-214
| -14% | -$51.3K | 0.04% | 303 |
|
|
2022
Q3 | $251K | Buy |
1,532
+158
| +11% | +$25.9K | 0.06% | 333 |
|
|
2022
Q2 | $246K | Sell |
1,374
-372
| -21% | -$66.6K | 0.05% | 339 |
|
|
2022
Q1 | $389K | Sell |
1,746
-656
| -27% | -$146K | 0.07% | 278 |
|
|
2021
Q4 | $497K | Buy |
2,402
+40
| +2% | +$8.28K | 0.08% | 244 |
|
|
2021
Q3 | $453K | Buy |
2,362
+352
| +18% | +$67.5K | 0.08% | 257 |
|
|
2021
Q2 | $437K | Buy |
2,010
+272
| +16% | +$59.1K | 0.08% | 252 |
|
|
2021
Q1 | $403K | Sell |
1,738
-144
| -8% | -$33.4K | 0.09% | 231 |
|
|
2020
Q4 | $343K | Buy |
1,882
+895
| +91% | +$163K | 0.09% | 236 |
|
|
2020
Q3 | $147K | Buy |
987
+53
| +6% | +$7.89K | 0.05% | 323 |
|
|
2020
Q2 | $118K | Sell |
934
-158
| -14% | -$20K | 0.05% | 318 |
|
|
2020
Q1 | $127K | Buy |
1,092
+301
| +38% | +$35K | 0.06% | 285 |
|
|
2019
Q4 | $117K | Sell |
791
-205
| -21% | -$30.3K | 0.04% | 317 |
|
|
2019
Q3 | $126K | Sell |
996
-683
| -41% | -$86.4K | 0.06% | 275 |
|
|
2019
Q2 | $228K | Buy |
1,679
+268
| +19% | +$36.4K | 0.1% | 173 |
|
|
2019
Q1 | $191K | Sell |
1,411
-327
| -19% | -$44.3K | 0.1% | 168 |
|
|
2018
Q4 | $221K | Buy |
1,738
+157
| +10% | +$20K | 0.15% | 118 |
|
|
2018
Q3 | $240K | Buy |
1,581
+127
| +9% | +$19.3K | 0.14% | 100 |
|
|
2018
Q2 | $197K | Sell |
1,454
-383
| -21% | -$51.9K | 0.21% | 79 |
|
|
2018
Q1 | $264K | Buy |
1,837
+714
| +64% | +$103K | 0.2% | 107 |
|
|
2017
Q4 | $185K | Buy |
1,123
+810
| +259% | +$133K | 0.14% | 134 |
|
|
2017
Q3 | $40K | Buy |
313
+300
| +2,308% | +$38.3K | 0.04% | 288 |
|
|
2017
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 866 |
|