Sunflower Bank Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$604K	Hold	4,050	–	–	0.2%	60
2020 Q2	$512K	Hold	4,050	–	–	0.17%	70
2020 Q1	$470K	Sell	4,050 -95	-2%	-$11K	0.18%	72
2019 Q4	$612K	Hold	4,145	–	–	0.19%	76
2019 Q3	$524K	Hold	4,145	–	–	0.17%	85
2019 Q2	$565K	Hold	4,145	–	–	0.18%	79
2019 Q1	$562K	Hold	4,145	–	–	0.17%	82
2018 Q4	$527K	Sell	4,145 -180	-4%	-$22.9K	0.17%	85
2018 Q3	$660K	Hold	4,325	–	–	0.19%	81
2018 Q2	$586K	Hold	4,325	–	–	0.17%	86
2018 Q1	$638K	Hold	4,325	–	–	0.18%	82
2017 Q4	$681K	Hold	4,325	–	–	0.18%	74
2017 Q3	$539K	Hold	4,325	–	–	0.2%	55
2017 Q2	$465K	Sell	4,325 -400	-8%	-$43K	0.16%	68
2017 Q1	$439K	Buy	4,725 +400	+9%	+$37.2K	0.15%	65
2016 Q4	$401K	Hold	4,325	–	–	0.14%	65
2016 Q3	$384K	Hold	4,325	–	–	0.14%	69
2016 Q2	$328K	Sell	4,325 -34	-0.8%	-$2.58K	0.12%	76
2016 Q1	$334K	Sell	4,359 -375	-8%	-$28.7K	0.12%	70
2015 Q4	$322K	Hold	4,734	–	–	0.11%	75
2015 Q3	$310K	Sell	4,734 -33	-0.7%	-$2.16K	0.11%	71
2015 Q2	$405K	Buy	4,767 +150	+3%	+$12.7K	0.14%	70
2015 Q1	$369K	Hold	4,617	–	–	0.12%	79
2014 Q4	$423K	Buy	4,617 +33	+0.7%	+$3.02K	0.13%	74
2014 Q3	$454K	Sell	4,584 -600	-12%	-$59.4K	0.15%	63
2014 Q2	$563K	Sell	5,184 -426	-8%	-$46.3K	0.23%	62
2014 Q1	$558K	Hold	5,610	–	–	0.27%	57
2013 Q4	$510K	Buy	5,610 +600	+12%	+$54.5K	0.26%	55
2013 Q3	$418K	Buy	5,010 +1,800	+56%	+$150K	0.23%	62
2013 Q2	$265K	Buy	+3,210	New	+$265K	0.14%	73