United Bank (Virginia)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
1,342
-258
| -16% | -$100K | 0.06% | 95 |
|
|
2025
Q1 | $528K | Sell |
1,600
-40
| -2% | -$13.2K | 0.07% | 96 |
|
|
2024
Q4 | $595K | Sell |
1,640
-50
| -3% | -$18.1K | 0.07% | 84 |
|
|
2024
Q3 | $661K | Buy |
1,690
+150
| +10% | +$58.7K | 0.08% | 85 |
|
|
2024
Q2 | $513K | Sell |
1,540
-82
| -5% | -$27.3K | 0.06% | 94 |
|
|
2024
Q1 | $594K | Hold |
1,622
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $480K | Hold |
1,622
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $443K | Sell |
1,622
-850
| -34% | -$232K | 0.06% | 99 |
|
|
2023
Q2 | $608K | Hold |
2,472
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $566K | Buy |
2,472
+47
| +2% | +$10.8K | 0.07% | 94 |
|
|
2022
Q4 | $581K | Sell |
2,425
-3,600
| -60% | -$862K | 0.08% | 91 |
|
|
2022
Q3 | $989K | Buy |
6,025
+850
| +16% | +$140K | 0.15% | 68 |
|
|
2022
Q2 | $925K | Hold |
5,175
| – | – | 0.14% | 72 |
|
|
2022
Q1 | $1.15M | Sell |
5,175
-3,600
| -41% | -$802K | 0.15% | 66 |
|
|
2021
Q4 | $1.81M | Hold |
8,775
| – | – | 0.22% | 56 |
|
|
2021
Q3 | $1.69M | Buy |
8,775
+75
| +0.9% | +$14.4K | 0.23% | 58 |
|
|
2021
Q2 | $1.89M | Hold |
8,700
| – | – | 0.25% | 54 |
|
|
2021
Q1 | $2.02M | Sell |
8,700
-52
| -0.6% | -$12.1K | 0.28% | 54 |
|
|
2020
Q4 | $1.59M | Buy |
8,752
+1,350
| +18% | +$246K | 0.24% | 59 |
|
|
2020
Q3 | $1.1M | Buy |
7,402
+202
| +3% | +$30.1K | 0.19% | 62 |
|
|
2020
Q2 | $911K | Hold |
7,200
| – | – | 0.17% | 70 |
|
|
2020
Q1 | $835K | Sell |
7,200
-200
| -3% | -$23.2K | 0.18% | 71 |
|
|
2019
Q4 | $1.09M | Hold |
7,400
| – | – | 0.19% | 69 |
|
|
2019
Q3 | $935K | Buy |
7,400
+200
| +3% | +$25.3K | 0.17% | 76 |
|
|
2019
Q2 | $981K | Buy |
+7,200
| New | +$981K | 0.16% | 74 |
|