Umpqua 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 | $2.79M | Sell |
7,072
-130
| -2% | -$51.3K | 0.85% | 26 |
|
|
2025
Q1 | $2.38M | Sell |
7,202
-72
| -1% | -$23.7K | 0.82% | 31 |
|
|
2024
Q4 | $2.7M | Sell |
7,274
-40
| -0.5% | -$14.9K | 0.94% | 28 |
|
|
2024
Q3 | $2.86M | Sell |
7,314
-211
| -3% | -$82.5K | 1.05% | 25 |
|
|
2024
Q2 | $2.51M | Buy |
7,525
+79
| +1% | +$26.3K | 0.97% | 25 |
|
|
2024
Q1 | $2.73M | Buy |
+7,446
| New | +$2.73M | 1.12% | 23 |
|