SVB Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
+3,420
| New | +$1.33M | 0.07% | 207 |
|
|
2025
Q1 | – | Sell |
-6,978
| Closed | -$2.53M | – | 1529 |
|
|
2024
Q4 | $2.53M | Buy |
+6,978
| New | +$2.53M | 0.05% | 203 |
|
|
2024
Q3 | – | Sell |
-7,368
| Closed | -$2.45M | – | 103 |
|
|
2024
Q2 | $2.45M | Sell |
7,368
-1,507
| -17% | -$502K | 0.06% | 214 |
|
|
2024
Q1 | $3.25M | Sell |
8,875
-16
| -0.2% | -$5.86K | 0.07% | 205 |
|
|
2023
Q4 | $2.63M | Sell |
8,891
-91
| -1% | -$26.9K | 0.06% | 212 |
|
|
2023
Q3 | $2.45M | Sell |
8,982
-40
| -0.4% | -$10.9K | 0.05% | 203 |
|
|
2023
Q2 | $2.22M | Sell |
9,022
-31
| -0.3% | -$7.63K | 0.04% | 225 |
|
|
2023
Q1 | $2.07M | Sell |
9,053
-535
| -6% | -$122K | 0.03% | 263 |
|
|
2022
Q4 | $2.3M | Buy |
9,588
+906
| +10% | +$217K | 0.03% | 247 |
|
|
2022
Q3 | $1.43M | Buy |
8,682
+2,360
| +37% | +$387K | 0.02% | 305 |
|
|
2022
Q2 | $1.13M | Sell |
6,322
-169
| -3% | -$30.2K | 0.02% | 302 |
|
|
2022
Q1 | $1.45M | Buy |
6,491
+301
| +5% | +$67.1K | 0.02% | 271 |
|
|
2021
Q4 | $1.28M | Sell |
6,190
-2,439
| -28% | -$504K | 0.02% | 275 |
|
|
2021
Q3 | $1.66M | Buy |
8,629
+957
| +12% | +$184K | 0.02% | 289 |
|
|
2021
Q2 | $1.67M | Sell |
7,672
-242
| -3% | -$52.7K | 0.02% | 284 |
|
|
2021
Q1 | $1.84M | Buy |
7,914
+878
| +12% | +$204K | 0.03% | 251 |
|
|
2020
Q4 | $1.28M | Buy |
7,036
+982
| +16% | +$179K | 0.02% | 292 |
|
|
2020
Q3 | $904K | Buy |
6,054
+27
| +0.4% | +$4.03K | 0.01% | 310 |
|
|
2020
Q2 | $762K | Sell |
6,027
-304
| -5% | -$38.4K | 0.01% | 307 |
|
|
2020
Q1 | $735K | Buy |
6,331
+192
| +3% | +$22.3K | 0.02% | 263 |
|
|
2019
Q4 | $907K | Sell |
6,139
-51
| -0.8% | -$7.54K | 0.02% | 317 |
|
|
2019
Q3 | $782K | Buy |
6,190
+241
| +4% | +$30.4K | 0.02% | 309 |
|
|
2019
Q2 | $811K | Sell |
5,949
-3
| -0.1% | -$409 | 0.03% | 311 |
|
|
2019
Q1 | $806K | Sell |
5,952
-256
| -4% | -$34.7K | 0.03% | 245 |
|
|
2018
Q4 | $789K | Sell |
6,208
-7,205
| -54% | -$916K | 0.03% | 241 |
|
|
2018
Q3 | $2.05M | Buy |
13,413
+301
| +2% | +$45.9K | 0.07% | 172 |
|
|
2018
Q2 | $1.78M | Sell |
13,112
-2,206
| -14% | -$299K | 0.07% | 186 |
|
|
2018
Q1 | $2.26M | Sell |
15,318
-737
| -5% | -$109K | 0.09% | 170 |
|
|
2017
Q4 | $2.53M | Sell |
16,055
-5,286
| -25% | -$833K | 0.1% | 162 |
|
|
2017
Q3 | $2.66M | Sell |
21,341
-1,656
| -7% | -$206K | 0.1% | 158 |
|
|
2017
Q2 | $2.47M | Buy |
22,997
+3,492
| +18% | +$375K | 0.1% | 167 |
|
|
2017
Q1 | $1.81M | Sell |
19,505
-893
| -4% | -$82.8K | 0.07% | 193 |
|
|
2016
Q4 | $1.89M | Sell |
20,398
-735
| -3% | -$68.2K | 0.08% | 186 |
|
|
2016
Q3 | $1.88M | Buy |
21,133
+2,095
| +11% | +$186K | 0.08% | 190 |
|
|
2016
Q2 | $1.44M | Sell |
19,038
-3,663
| -16% | -$278K | 0.06% | 215 |
|
|
2016
Q1 | $1.74M | Sell |
22,701
-4,538
| -17% | -$347K | 0.07% | 204 |
|
|
2015
Q4 | $1.85M | Sell |
27,239
-10,849
| -28% | -$737K | 0.07% | 212 |
|
|
2015
Q3 | $2.49M | Sell |
38,088
-8,913
| -19% | -$582K | 0.1% | 188 |
|
|
2015
Q2 | $3.99M | Sell |
47,001
-2,246
| -5% | -$191K | 0.13% | 157 |
|
|
2015
Q1 | $3.94M | Sell |
49,247
-3,228
| -6% | -$258K | 0.13% | 164 |
|
|
2014
Q4 | $4.8M | Buy |
+52,475
| New | +$4.8M | 0.16% | 147 |
|