PB
Pinnacle Bancorp’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
579
| – | – | 0.07% | 215 |
|
|
2025
Q1 | $191K | Sell |
579
-55
| -9% | -$18.1K | 0.06% | 223 |
|
|
2024
Q4 | $230K | Sell |
634
-15
| -2% | -$5.44K | 0.07% | 202 |
|
|
2024
Q3 | $254K | Hold |
649
| – | – | 0.07% | 189 |
|
|
2024
Q2 | $216K | Hold |
649
| – | – | 0.06% | 196 |
|
|
2024
Q1 | $238K | Sell |
649
-16
| -2% | -$5.86K | 0.07% | 177 |
|
|
2023
Q4 | $197K | Sell |
665
-132
| -17% | -$39K | 0.06% | 193 |
|
|
2023
Q3 | $218K | Hold |
797
| – | – | 0.08% | 171 |
|
|
2023
Q2 | $196K | Buy |
797
+79
| +11% | +$19.4K | 0.07% | 191 |
|
|
2023
Q1 | $164K | Sell |
718
-33
| -4% | -$7.55K | 0.06% | 206 |
|
|
2022
Q4 | $180K | Sell |
751
-18
| -2% | -$4.31K | 0.07% | 197 |
|
|
2022
Q3 | $126K | Hold |
769
| – | – | 0.05% | 210 |
|
|
2022
Q2 | $137K | Sell |
769
-50
| -6% | -$8.91K | 0.06% | 199 |
|
|
2022
Q1 | $182K | Buy |
819
+5
| +0.6% | +$1.11K | 0.06% | 181 |
|
|
2021
Q4 | $168K | Sell |
814
-54
| -6% | -$11.1K | 0.06% | 190 |
|
|
2021
Q3 | $167K | Buy |
868
+192
| +28% | +$36.9K | 0.07% | 179 |
|
|
2021
Q2 | $147K | Hold |
676
| – | – | 0.07% | 187 |
|
|
2021
Q1 | $157K | Sell |
676
-15
| -2% | -$3.48K | 0.08% | 174 |
|
|
2020
Q4 | $126K | Buy |
691
+118
| +21% | +$21.5K | 0.08% | 198 |
|
|
2020
Q3 | $85K | Hold |
573
| – | – | 0.06% | 234 |
|
|
2020
Q2 | $72K | Sell |
573
-750
| -57% | -$94.2K | 0.05% | 246 |
|
|
2020
Q1 | $154K | Hold |
1,323
| – | – | 0.13% | 142 |
|
|
2019
Q4 | $195K | Hold |
1,323
| – | – | 0.14% | 143 |
|
|
2019
Q3 | $167K | Hold |
1,323
| – | – | 0.1% | 147 |
|
|
2019
Q2 | $180K | Hold |
1,323
| – | – | 0.1% | 141 |
|
|
2019
Q1 | $179K | Sell |
1,323
-450
| -25% | -$60.9K | 0.1% | 143 |
|
|
2018
Q4 | $225K | Buy |
+1,773
| New | +$225K | 0.14% | 106 |
|
|
2017
Q1 | $64K | Buy |
+689
| New | +$64K | 0.05% | 243 |
|