Univest 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 | $2.04M | Hold |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $424K | Buy |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $495K | Sell |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $587K | Sell |
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|
2017
Q4 | $722K | Sell |
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|
2017
Q3 | $575K | Sell |
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|
2017
Q2 | $498K | Sell |
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|
2017
Q1 | $440K | Buy |
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|
2016
Q4 | $424K | Sell |
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|
2016
Q3 | $448K | Sell |
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|
2016
Q2 | $384K | Sell |
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|
2016
Q1 | $390K | Sell |
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|
2015
Q4 | $2.27M | Sell |
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|
2015
Q3 | $2.37M | Buy |
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|
2015
Q2 | $3.05M | Buy |
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|
2015
Q1 | $2.83M | Buy |
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|
2014
Q4 | $2.98M | Buy |
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|
2014
Q3 | $3.1M | Sell |
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|
2014
Q2 | $3.42M | Buy |
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|
2014
Q1 | $3.05M | Sell |
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|
2013
Q4 | $2.79M | Buy |
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|
2013
Q3 | $2.37M | Buy |
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|
2013
Q2 | $2.33M | Buy |
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