Riverview Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-485
| Closed | -$160K | – | 272 |
|
|
2025
Q1 | $160K | Sell |
485
-9
| -2% | -$2.97K | 0.16% | 117 |
|
|
2024
Q4 | $179K | Hold |
494
| – | – | 0.16% | 101 |
|
|
2024
Q3 | $193K | Buy |
494
+9
| +2% | +$3.52K | 0.17% | 97 |
|
|
2024
Q2 | $162K | Hold |
485
| – | – | 0.15% | 103 |
|
|
2024
Q1 | $178K | Buy |
+485
| New | +$178K | 0.14% | 107 |
|
|
2023
Q4 | – | Sell |
-485
| Closed | -$132K | – | 171 |
|
|
2023
Q3 | $132K | Hold |
485
| – | – | 0.12% | 124 |
|
|
2023
Q2 | $119K | Hold |
485
| – | – | 0.11% | 122 |
|
|
2023
Q1 | $111K | Sell |
485
-768
| -61% | -$176K | 0.1% | 128 |
|
|
2022
Q4 | $300K | Buy |
1,253
+186
| +17% | +$44.5K | 0.28% | 63 |
|
|
2022
Q3 | $175K | Sell |
1,067
-49
| -4% | -$8.04K | 0.17% | 99 |
|
|
2022
Q2 | $199K | Buy |
1,116
+49
| +5% | +$8.74K | 0.17% | 97 |
|
|
2022
Q1 | $238K | Buy |
1,067
+299
| +39% | +$66.7K | 0.18% | 92 |
|
|
2021
Q4 | $159 | Hold |
768
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $147K | Hold |
768
| – | – | 0.16% | 95 |
|
|
2021
Q2 | $167K | Hold |
768
| – | – | 0.18% | 93 |
|
|
2021
Q1 | $178K | Hold |
768
| – | – | 0.2% | 83 |
|
|
2020
Q4 | $140K | Sell |
768
-100
| -12% | -$18.2K | 0.15% | 95 |
|
|
2020
Q3 | $129K | Sell |
868
-200
| -19% | -$29.7K | 0.15% | 94 |
|
|
2020
Q2 | $135K | Hold |
1,068
| – | – | 0.13% | 106 |
|
|
2020
Q1 | $124K | Buy |
1,068
+200
| +23% | +$23.2K | 0.12% | 104 |
|
|
2019
Q4 | $128K | Buy |
868
+768
| +768% | +$113K | 0.09% | 125 |
|
|
2019
Q3 | $13K | Hold |
100
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $14K | Hold |
100
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $14K | Hold |
100
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 231 |
|