UMB 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 | $18.4M | Sell |
47,443
-2,335
| -5% | -$906K | 0.29% | 67 |
|
|
2025
Q1 | $16.4M | Sell |
49,778
-5,121
| -9% | -$1.69M | 0.27% | 76 |
|
|
2024
Q4 | $19.9M | Sell |
54,899
-3,220
| -6% | -$1.17M | 0.32% | 63 |
|
|
2024
Q3 | $22.7M | Sell |
58,119
-531
| -0.9% | -$208K | 0.35% | 61 |
|
|
2024
Q2 | $19.5M | Sell |
58,650
-4,447
| -7% | -$1.48M | 0.32% | 66 |
|
|
2024
Q1 | $23.1M | Sell |
63,097
-3,535
| -5% | -$1.3M | 0.37% | 65 |
|
|
2023
Q4 | $19.7M | Sell |
66,632
-4,588
| -6% | -$1.36M | 0.29% | 78 |
|
|
2023
Q3 | $19.4M | Sell |
71,220
-4,727
| -6% | -$1.29M | 0.31% | 71 |
|
|
2023
Q2 | $18.7M | Sell |
75,947
-60,143
| -44% | -$14.8M | 0.28% | 81 |
|
|
2023
Q1 | $31.1M | Sell |
136,090
-19,583
| -13% | -$4.48M | 0.5% | 52 |
|
|
2022
Q4 | $37.3M | Sell |
155,673
-8,052
| -5% | -$1.93M | 0.59% | 43 |
|
|
2022
Q3 | $26.9M | Buy |
163,725
+635
| +0.4% | +$104K | 0.45% | 58 |
|
|
2022
Q2 | $29.2M | Buy |
163,090
+2,218
| +1% | +$396K | 0.45% | 57 |
|
|
2022
Q1 | $35.8M | Buy |
160,872
+7,077
| +5% | +$1.58M | 0.47% | 51 |
|
|
2021
Q4 | $31.8M | Sell |
153,795
-24,612
| -14% | -$5.09M | 0.4% | 62 |
|
|
2021
Q3 | $34.2M | Sell |
178,407
-575
| -0.3% | -$110K | 0.77% | 30 |
|
|
2021
Q2 | $39M | Buy |
178,982
+2,011
| +1% | +$438K | 0.89% | 25 |
|
|
2021
Q1 | $41M | Buy |
176,971
+58,028
| +49% | +$13.5M | 1% | 21 |
|
|
2020
Q4 | $21.7M | Buy |
118,943
+33,516
| +39% | +$6.1M | 0.58% | 42 |
|
|
2020
Q3 | $10.8M | Hold |
85,427
| – | – | 0.33% | 76 |
|
|
2020
Q2 | $10.8M | Buy |
85,427
+187
| +0.2% | +$23.7K | 0.33% | 76 |
|
|
2020
Q1 | $9.89M | Buy |
85,240
+43,332
| +103% | +$5.03M | 0.35% | 72 |
|
|
2019
Q4 | $6.19M | Sell |
41,908
-884
| -2% | -$131K | 0.17% | 113 |
|
|
2019
Q3 | $5.41K | Sell |
42,792
-748
| -2% | -$94 | 0.13% | 119 |
|
|
2019
Q2 | $5.93K | Sell |
43,540
-1,458
| -3% | -$199 | 0.15% | 104 |
|
|
2019
Q1 | $6.1M | Sell |
44,998
-9,370
| -17% | -$1.27M | 0.19% | 102 |
|
|
2018
Q4 | $6.91K | Sell |
54,368
-3,631
| -6% | -$461 | 0.21% | 92 |
|
|
2018
Q3 | $8.84M | Buy |
57,999
+2,668
| +5% | +$407K | 0.26% | 90 |
|
|
2018
Q2 | $7.51M | Sell |
55,331
-2,645
| -5% | -$359K | 0.24% | 90 |
|
|
2018
Q1 | $8.54M | Sell |
57,976
-357
| -0.6% | -$52.6K | 0.28% | 84 |
|
|
2017
Q4 | $9.19M | Buy |
58,333
+6,804
| +13% | +$1.07M | 0.3% | 79 |
|
|
2017
Q3 | $6.43M | Sell |
51,529
-1,140
| -2% | -$142K | 0.22% | 95 |
|
|
2017
Q2 | $5.66M | Sell |
52,669
-1,220
| -2% | -$131K | 0.2% | 100 |
|
|
2017
Q1 | $5M | Sell |
53,889
-7,929
| -13% | -$736K | 0.17% | 104 |
|
|
2016
Q4 | $5.73M | Buy |
61,818
+17,114
| +38% | +$1.59M | 0.21% | 96 |
|
|
2016
Q3 | $3.97M | Buy |
44,704
+95
| +0.2% | +$8.43K | 0.16% | 116 |
|
|
2016
Q2 | $3.38M | Sell |
44,609
-2,980
| -6% | -$226K | 0.14% | 123 |
|
|
2016
Q1 | $3.64M | Sell |
47,589
-4,550
| -9% | -$348K | 0.16% | 112 |
|
|
2015
Q4 | $3.54M | Sell |
52,139
-12,156
| -19% | -$826K | 0.15% | 124 |
|
|
2015
Q3 | $4.2M | Sell |
64,295
-38,354
| -37% | -$2.51M | 0.25% | 83 |
|
|
2015
Q2 | $8.71K | Buy |
102,649
+20,630
| +25% | +$1.75K | 0.4% | 65 |
|
|
2015
Q1 | $6.56K | Sell |
82,019
-35,329
| -30% | -$2.83K | 0.3% | 87 |
|
|
2014
Q4 | $10.7M | Sell |
117,348
-585
| -0.5% | -$53.5K | 0.48% | 53 |
|
|
2014
Q3 | $11.7K | Sell |
117,933
-3,168
| -3% | -$314 | 0.57% | 44 |
|
|
2014
Q2 | $13.2M | Sell |
121,101
-1,691
| -1% | -$184K | 0.63% | 35 |
|
|
2014
Q1 | $12.2M | Buy |
122,792
+3,301
| +3% | +$328K | 0.68% | 40 |
|
|
2013
Q4 | $10.9K | Sell |
119,491
-2,539
| -2% | -$231 | 0.6% | 44 |
|
|
2013
Q3 | $10.2K | Sell |
122,030
-8,614
| -7% | -$718 | 0.59% | 42 |
|
|
2013
Q2 | $10.8K | Buy |
+130,644
| New | +$10.8K | 0.63% | 37 |
|