Summit Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
12,246
-19,797
| -62% | -$7.69M | 0.11% | 168 |
|
|
2025
Q1 | $10.6M | Sell |
32,043
-5,694
| -15% | -$1.88M | 0.3% | 65 |
|
|
2024
Q4 | $13.7M | Buy |
37,737
+853
| +2% | +$309K | 0.48% | 33 |
|
|
2024
Q3 | $14.4M | Buy |
36,884
+2,428
| +7% | +$950K | 0.57% | 29 |
|
|
2024
Q2 | $11.5M | Buy |
34,456
+23,370
| +211% | +$7.78M | 0.52% | 29 |
|
|
2024
Q1 | $4.06M | Buy |
11,086
+123
| +1% | +$45.1K | 0.24% | 55 |
|
|
2023
Q4 | $3.24M | Buy |
10,963
+2,288
| +26% | +$677K | 0.21% | 65 |
|
|
2023
Q3 | $2.37M | Buy |
8,675
+435
| +5% | +$119K | 0.17% | 80 |
|
|
2023
Q2 | $2.03M | Buy |
8,240
+6,246
| +313% | +$1.54M | 0.15% | 89 |
|
|
2023
Q1 | $456K | Sell |
1,994
-124
| -6% | -$28.4K | 0.04% | 177 |
|
|
2022
Q4 | $507K | Sell |
2,118
-186
| -8% | -$44.6K | 0.05% | 169 |
|
|
2022
Q3 | $378K | Buy |
2,304
+325
| +16% | +$53.3K | 0.04% | 193 |
|
|
2022
Q2 | $354K | Sell |
1,979
-221
| -10% | -$39.5K | 0.03% | 183 |
|
|
2022
Q1 | $490K | Buy |
2,200
+44
| +2% | +$9.81K | 0.04% | 178 |
|
|
2021
Q4 | $446K | Buy |
2,156
+259
| +14% | +$53.5K | 0.03% | 177 |
|
|
2021
Q3 | $364K | Buy |
1,897
+425
| +29% | +$81.6K | 0.03% | 174 |
|
|
2021
Q2 | $320K | Buy |
+1,472
| New | +$320K | 0.03% | 124 |
|