Pinnacle 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 | $563K | Buy |
1,451
+219
| +18% | +$85K | 0.19% | 52 |
|
|
2025
Q1 | $406K | Buy |
1,232
+1
| +0.1% | +$330 | 0.15% | 63 |
|
|
2024
Q4 | $447K | Buy |
1,231
+1
| +0.1% | +$363 | 0.17% | 56 |
|
|
2024
Q3 | $481K | Sell |
1,230
-85
| -6% | -$33.2K | 0.19% | 46 |
|
|
2024
Q2 | $438K | Buy |
1,315
+3
| +0.2% | +$999 | 0.19% | 49 |
|
|
2024
Q1 | $481K | Sell |
1,312
-20
| -2% | -$7.33K | 0.21% | 43 |
|
|
2023
Q4 | $394K | Sell |
1,332
-70
| -5% | -$20.7K | 0.2% | 50 |
|
|
2023
Q3 | $383K | Sell |
1,402
-112
| -7% | -$30.6K | 0.23% | 46 |
|
|
2023
Q2 | $373K | Sell |
1,514
-152
| -9% | -$37.4K | 0.21% | 50 |
|
|
2023
Q1 | $381K | Hold |
1,666
| – | – | 0.23% | 47 |
|
|
2022
Q4 | $399K | Buy |
1,666
+57
| +4% | +$13.7K | 0.28% | 43 |
|
|
2022
Q3 | $264K | Hold |
1,609
| – | – | 0.23% | 47 |
|
|
2022
Q2 | $288K | Sell |
1,609
-209
| -11% | -$37.4K | 0.25% | 45 |
|
|
2022
Q1 | $405K | Buy |
1,818
+102
| +6% | +$22.7K | 0.33% | 38 |
|
|
2021
Q4 | $355K | Buy |
+1,716
| New | +$355K | 0.27% | 44 |
|