Physicians Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
19,394
+60
| +0.3% | +$23.3K | 2.24% | 9 |
|
|
2025
Q1 | $6.38M | Buy |
19,334
+951
| +5% | +$314K | 2.03% | 11 |
|
|
2024
Q4 | $6.67M | Buy |
18,383
+399
| +2% | +$145K | 2.02% | 10 |
|
|
2024
Q3 | $7.03M | Sell |
17,984
-555
| -3% | -$217K | 2.19% | 9 |
|
|
2024
Q2 | $6.18M | Buy |
18,539
+224
| +1% | +$74.6K | 2.01% | 9 |
|
|
2024
Q1 | $6.71M | Buy |
18,315
+20
| +0.1% | +$7.33K | 2.36% | 8 |
|
|
2023
Q4 | $5.41M | Buy |
18,295
+100
| +0.5% | +$29.6K | 2.05% | 11 |
|
|
2023
Q3 | $4.97M | Sell |
18,195
-50
| -0.3% | -$13.6K | 2.03% | 12 |
|
|
2023
Q2 | $4.49M | Sell |
18,245
-50
| -0.3% | -$12.3K | 1.76% | 13 |
|
|
2023
Q1 | $4.19M | Buy |
18,295
+75
| +0.4% | +$17.2K | 1.77% | 14 |
|
|
2022
Q4 | $4.37M | Sell |
18,220
-71
| -0.4% | -$17K | 1.97% | 13 |
|
|
2022
Q3 | $3M | Sell |
18,291
-149
| -0.8% | -$24.4K | 1.45% | 20 |
|
|
2022
Q2 | $3.3M | Buy |
18,440
+184
| +1% | +$32.9K | 1.47% | 19 |
|
|
2022
Q1 | $4.07M | Sell |
18,256
-175
| -0.9% | -$39K | 1.55% | 16 |
|
|
2021
Q4 | $3.81M | Buy |
18,431
+67
| +0.4% | +$13.9K | 1.41% | 19 |
|
|
2021
Q3 | $3.53M | Buy |
18,364
+1,013
| +6% | +$194K | 1.43% | 23 |
|
|
2021
Q2 | $3.78M | Sell |
17,351
-204
| -1% | -$44.4K | 1.55% | 17 |
|
|
2021
Q1 | $4.07M | Buy |
17,555
+1,304
| +8% | +$302K | 1.74% | 14 |
|
|
2020
Q4 | $2.96M | Sell |
16,251
-1,254
| -7% | -$228K | 1.43% | 23 |
|
|
2020
Q3 | $2.61M | Sell |
17,505
-130
| -0.7% | -$19.4K | 1.3% | 23 |
|
|
2020
Q2 | $2.23M | Buy |
17,635
+250
| +1% | +$31.6K | 1.23% | 26 |
|
|
2020
Q1 | $2.02M | Sell |
17,385
-400
| -2% | -$46.4K | 1.39% | 25 |
|
|
2019
Q4 | $2.63M | Sell |
17,785
-1,575
| -8% | -$233K | 1.42% | 22 |
|
|
2019
Q3 | $2.45M | Buy |
19,360
+346
| +2% | +$43.7K | 1.4% | 24 |
|
|
2019
Q2 | $2.59M | Buy |
19,014
+1,159
| +6% | +$158K | 1.53% | 21 |
|
|
2019
Q1 | $2.42M | Buy |
17,855
+1,895
| +12% | +$257K | 1.5% | 20 |
|
|
2018
Q4 | $2.03M | Buy |
15,960
+104
| +0.7% | +$13.2K | 1.47% | 22 |
|
|
2018
Q3 | $2.42M | Buy |
15,856
+101
| +0.6% | +$15.4K | 1.66% | 18 |
|
|
2018
Q2 | $2.14M | Sell |
15,755
-102
| -0.6% | -$13.8K | 1.6% | 19 |
|
|
2018
Q1 | $2.3M | Buy |
15,857
+2,296
| +17% | +$333K | 1.83% | 15 |
|
|
2017
Q4 | $2.14M | Sell |
13,561
-600
| -4% | -$94.6K | 1.63% | 18 |
|
|
2017
Q3 | $1.77M | Hold |
14,161
| – | – | 1.44% | 20 |
|
|
2017
Q2 | $1.52M | Sell |
14,161
-20
| -0.1% | -$2.15K | 1.29% | 26 |
|
|
2017
Q1 | $1.32M | Sell |
14,181
-871
| -6% | -$80.8K | 1.13% | 31 |
|
|
2016
Q4 | $1.27M | Sell |
15,052
-423
| -3% | -$35.6K | 1.04% | 32 |
|
|
2016
Q3 | $1.37M | Buy |
15,475
+773
| +5% | +$68.6K | 1.14% | 29 |
|
|
2016
Q2 | $1.12M | Sell |
14,702
-535
| -4% | -$40.6K | 0.98% | 33 |
|
|
2016
Q1 | $1.17M | Sell |
15,237
-195
| -1% | -$14.9K | 1.05% | 32 |
|
|
2015
Q4 | $1.05M | Buy |
+15,432
| New | +$1.05M | 0.97% | 30 |
|