Pinnacle Financial Partners (Tennessee)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.86M | Sell |
10,184
-5,842
| -36% | -$2.49M | 0.12% | 169 |
|
|
2025
Q2 | $6.22M | Sell |
16,026
-1,949
| -11% | -$650K | 0.13% | 158 |
|
|
2025
Q1 | $6.25M | Sell |
17,975
-578
| -3% | -$206K | 0.13% | 160 |
|
|
2024
Q4 | $7.01M | Buy |
18,553
+58
| +0.3% | +$22.5K | 0.14% | 149 |
|
|
2024
Q3 | $7.23M | Sell |
18,495
-265
| -1% | -$91.5K | 0.15% | 149 |
|
|
2024
Q2 | $6.58M | Buy |
18,760
+832
| +5% | +$288K | 0.14% | 150 |
|
|
2024
Q1 | $6.57M | Buy |
17,928
+461
| +3% | +$147K | 0.14% | 150 |
|
|
2023
Q4 | $5.16M | Buy |
17,467
+1,077
| +7% | +$279K | 0.12% | 162 |
|
|
2023
Q3 | $4.47M | Sell |
16,390
-15
| -0.1% | -$4.07K | 0.12% | 157 |
|
|
2023
Q2 | $4.04M | Sell |
16,405
-4,645
| -22% | -$1.04M | 0.1% | 158 |
|
|
2023
Q1 | $4.82M | Sell |
21,050
-6,253
| -23% | -$1.51M | 0.13% | 147 |
|
|
2022
Q4 | $6.54M | Buy |
27,303
+6,290
| +30% | +$1.37M | 0.19% | 120 |
|
|
2022
Q3 | $3.45M | Sell |
21,013
-15,396
| -42% | -$2.81M | 0.12% | 156 |
|
|
2022
Q2 | $6.51M | Buy |
36,409
+11,339
| +45% | +$2.39M | 0.23% | 120 |
|
|
2022
Q1 | $5.59M | Buy |
25,070
+3,412
| +16% | +$716K | 0.18% | 142 |
|
|
2021
Q4 | $4.48M | Buy |
21,658
+13,691
| +172% | +$2.76M | 0.14% | 148 |
|
|
2021
Q3 | $1.53M | Buy |
7,967
+385
| +5% | +$80.2K | 0.05% | 200 |
|
|
2021
Q2 | $1.65M | Sell |
7,582
-224
| -3% | -$51.7K | 0.07% | 177 |
|
|
2021
Q1 | $1.71M | Sell |
7,806
-142
| -2% | -$29.4K | 0.08% | 170 |
|
|
2020
Q4 | $1.38M | Sell |
7,948
-109
| -1% | -$18.5K | 0.07% | 188 |
|
|
2020
Q3 | $1.2M | Sell |
8,057
-738
| -8% | -$104K | 0.07% | 179 |
|
|
2020
Q2 | $1.11M | Sell |
8,795
-1,723
| -16% | -$204K | 0.06% | 183 |
|
|
2020
Q1 | $1.22M | Buy |
10,518
+11
| +0.1% | +$1.41K | 0.08% | 176 |
|
|
2019
Q4 | $1.55M | Buy |
10,507
+3,944
| +60% | +$550K | 0.1% | 174 |
|
|
2019
Q3 | $829K | Sell |
6,563
-56
| -0.8% | -$7.12K | 0.06% | 208 |
|
|
2019
Q2 | $902K | Buy |
6,619
+620
| +10% | +$81.9K | 0.07% | 197 |
|
|
2019
Q1 | $813K | Buy |
5,999
+406
| +7% | +$53.9K | 0.07% | 196 |
|
|
2018
Q4 | $711K | Sell |
5,593
-917
| -14% | -$119K | 0.07% | 197 |
|
|
2018
Q3 | $993K | Buy |
6,510
+150
| +2% | +$21.2K | 0.08% | 182 |
|
|
2018
Q2 | $863K | Buy |
6,360
+935
| +17% | +$140K | 0.08% | 187 |
|
|
2018
Q1 | $800K | Buy |
5,425
+96
| +2% | +$15.2K | 0.08% | 185 |
|
|
2017
Q4 | $840K | Sell |
5,329
-554
| -9% | -$76.8K | 0.09% | 182 |
|
|
2017
Q3 | $734K | Sell |
5,883
-579
| -9% | -$66.7K | 0.09% | 167 |
|
|
2017
Q2 | $695K | Buy |
6,462
+3,059
| +90% | +$311K | 0.1% | 176 |
|
|
2017
Q1 | $316K | Buy |
3,403
+551
| +19% | +$52.2K | 0.06% | 200 |
|
|
2016
Q4 | $265K | Sell |
2,852
-938
| -25% | -$85K | 0.06% | 206 |
|
|
2016
Q3 | $306K | Hold |
3,790
| – | – | 0.07% | 210 |
|
|
2016
Q2 | $306K | Sell |
3,790
-325
| -8% | -$24.3K | 0.07% | 203 |
|
|
2016
Q1 | $315K | Sell |
4,115
-2,200
| -35% | -$148K | 0.08% | 196 |
|
|
2015
Q4 | $429K | Sell |
6,315
-3,840
| -38% | -$268K | 0.13% | 168 |
|
|
2015
Q3 | $664K | Buy |
10,155
+250
| +3% | +$19.1K | 0.21% | 121 |
|
|
2015
Q2 | $840K | Buy |
9,905
+2,320
| +31% | +$199K | 0.27% | 105 |
|
|
2015
Q1 | $607K | Buy |
7,585
+4,175
| +122% | +$347K | 0.2% | 120 |
|
|
2014
Q4 | $312K | Sell |
3,410
-98
| -3% | -$9.54K | 0.11% | 164 |
|
|
2014
Q3 | $347K | Sell |
3,508
-2
| -0.1% | -$212 | 0.13% | 147 |
|
|
2014
Q2 | $381K | Sell |
3,510
-458
| -12% | -$48.1K | 0.15% | 138 |
|
|
2014
Q1 | $394K | Sell |
3,968
-263
| -6% | -$24.8K | 0.18% | 122 |
|
|
2013
Q4 | $384K | Sell |
4,231
-292
| -6% | -$24.9K | 0.18% | 118 |
|
|
2013
Q3 | $360K | Sell |
4,523
-27
| -0.6% | -$2.28K | 0.18% | 107 |
|
|
2013
Q2 | $375K | Buy |
+4,550
| New | +$387K | 0.2% | 91 |
|
Other funds holding CAT
