STAR Financial Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
1,099
+41
| +4% | +$15.9K | 0.27% | 71 |
|
|
2025
Q1 | $349K | Sell |
1,058
-111
| -9% | -$36.6K | 0.26% | 75 |
|
|
2024
Q4 | $424K | Sell |
1,169
-215
| -16% | -$78K | 0.31% | 65 |
|
|
2024
Q3 | $541K | Sell |
1,384
-197
| -12% | -$77.1K | 0.36% | 61 |
|
|
2024
Q2 | $527K | Sell |
1,581
-219
| -12% | -$72.9K | 0.41% | 63 |
|
|
2024
Q1 | $660K | Buy |
1,800
+43
| +2% | +$15.8K | 0.56% | 45 |
|
|
2023
Q4 | $519K | Buy |
1,757
+135
| +8% | +$39.9K | 0.47% | 54 |
|
|
2023
Q3 | $443K | Sell |
1,622
-150
| -8% | -$41K | 0.45% | 55 |
|
|
2023
Q2 | $436K | Buy |
1,772
+885
| +100% | +$218K | 0.41% | 58 |
|
|
2023
Q1 | $203K | Buy |
+887
| New | +$203K | 0.2% | 92 |
|