Tompkins Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $963K | Hold |
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|
2025
Q2 | $784K | Hold |
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|
2025
Q1 | $666K | Hold |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $852K | Sell |
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|
2023
Q4 | $740K | Buy |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $642K | Hold |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $139K | Sell |
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|
2021
Q3 | $142K | Buy |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $121K | Sell |
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|
2020
Q3 | $228K | Hold |
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|
2020
Q2 | $193K | Sell |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $411K | Buy |
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|
2018
Q4 | $322K | Sell |
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|
2018
Q3 | $394K | Buy |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $565K | Buy |
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|
2017
Q3 | $441K | Buy |
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|
2017
Q2 | $334K | Buy |
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|
2017
Q1 | $242K | Hold |
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|
2016
Q4 | $242K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $199K | Hold |
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|
2016
Q1 | $200K | Hold |
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|
2015
Q4 | $178K | Hold |
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|
2015
Q3 | $171K | Hold |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $217K | Hold |
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|
2014
Q4 | $248K | Sell |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $423K | Sell |
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|
2014
Q1 | $397K | Sell |
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|
2013
Q4 | $368K | Hold |
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|
2013
Q3 | $337K | Buy |
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|
2013
Q2 | $257K | Buy |
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