SevenBridge 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 | $4.33M | Buy |
10,481
+1,527
| +17% | +$630K | 0.76% | 34 |
|
|
2025
Q1 | $3.07M | Buy |
8,954
+2,550
| +40% | +$873K | 0.6% | 56 |
|
|
2024
Q4 | $2.32M | Buy |
6,404
+1,132
| +21% | +$410K | 0.44% | 72 |
|
|
2024
Q3 | $2.09M | Buy |
5,272
+308
| +6% | +$122K | 0.4% | 69 |
|
|
2024
Q2 | $1.62M | Hold |
4,964
| – | – | 0.36% | 75 |
|
|
2024
Q1 | $1.67M | Sell |
4,964
-791
| -14% | -$266K | 0.38% | 72 |
|
|
2023
Q4 | $1.7M | Buy |
5,755
+99
| +2% | +$29.3K | 0.4% | 72 |
|
|
2023
Q3 | $1.54M | Buy |
5,656
+449
| +9% | +$123K | 0.4% | 75 |
|
|
2023
Q2 | $1.28M | Buy |
5,207
+33
| +0.6% | +$8.12K | 0.33% | 83 |
|
|
2023
Q1 | $1.18M | Sell |
5,174
-150
| -3% | -$34.3K | 0.33% | 82 |
|
|
2022
Q4 | $1.28M | Sell |
5,324
-19
| -0.4% | -$4.55K | 0.37% | 75 |
|
|
2022
Q3 | $877K | Buy |
5,343
+449
| +9% | +$73.7K | 0.3% | 83 |
|
|
2022
Q2 | $875K | Buy |
4,894
+209
| +4% | +$37.4K | 0.35% | 73 |
|
|
2022
Q1 | $1.04M | Sell |
4,685
-928
| -17% | -$207K | 0.37% | 66 |
|
|
2021
Q4 | $1.16M | Buy |
5,613
+461
| +9% | +$95.3K | 0.35% | 74 |
|
|
2021
Q3 | $989K | Sell |
5,152
-130
| -2% | -$25K | 0.33% | 77 |
|
|
2021
Q2 | $1.15M | Sell |
5,282
-95
| -2% | -$20.7K | 0.37% | 72 |
|
|
2021
Q1 | $1.25M | Hold |
5,377
| – | – | 0.45% | 65 |
|
|
2020
Q4 | $979K | Hold |
5,377
| – | – | 0.38% | 70 |
|
|
2020
Q3 | $802K | Sell |
5,377
-443
| -8% | -$66.1K | 0.37% | 69 |
|
|
2020
Q2 | $736K | Sell |
5,820
-650
| -10% | -$82.2K | 0.37% | 72 |
|
|
2020
Q1 | $751K | Buy |
6,470
+1,701
| +36% | +$197K | 0.43% | 61 |
|
|
2019
Q4 | $704K | Buy |
4,769
+30
| +0.6% | +$4.43K | 0.18% | 76 |
|
|
2019
Q3 | $599K | Buy |
4,739
+1,800
| +61% | +$228K | 0.32% | 77 |
|
|
2019
Q2 | $401K | Buy |
2,939
+1,625
| +124% | +$222K | 0.14% | 90 |
|
|
2019
Q1 | $178K | Hold |
1,314
| – | – | 0.07% | 139 |
|
|
2018
Q4 | $167K | Sell |
1,314
-550
| -30% | -$69.9K | 0.1% | 138 |
|
|
2018
Q3 | $284K | Sell |
1,864
-139
| -7% | -$21.2K | 0.15% | 107 |
|
|
2018
Q2 | $272K | Sell |
2,003
-150
| -7% | -$20.4K | 0.15% | 114 |
|
|
2018
Q1 | $317K | Sell |
2,153
-1,133
| -34% | -$167K | 0.18% | 102 |
|
|
2017
Q4 | $518K | Sell |
3,286
-100
| -3% | -$15.8K | 0.29% | 86 |
|
|
2017
Q3 | $422K | Sell |
3,386
-30
| -0.9% | -$3.74K | 0.24% | 95 |
|
|
2017
Q2 | $367K | Buy |
3,416
+916
| +37% | +$98.4K | 0.22% | 98 |
|
|
2017
Q1 | $239K | Sell |
2,500
-300
| -11% | -$28.7K | 0.16% | 118 |
|
|
2016
Q4 | $244K | Hold |
2,800
| – | – | 0.18% | 115 |
|
|
2016
Q3 | $244K | Sell |
2,800
-285
| -9% | -$24.8K | 0.18% | 115 |
|
|
2016
Q2 | $234K | Buy |
+3,085
| New | +$234K | 0.16% | 118 |
|