Univest Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
4,283
+26
| +0.6% | +$10.1K | 0.1% | 120 |
|
|
2025
Q1 | $1.4M | Sell |
4,257
-141
| -3% | -$46.5K | 0.09% | 137 |
|
|
2024
Q4 | $1.6M | Sell |
4,398
-137
| -3% | -$49.7K | 0.1% | 129 |
|
|
2024
Q3 | $1.77M | Buy |
4,535
+3,530
| +351% | +$1.38M | 0.12% | 117 |
|
|
2024
Q2 | $335K | Sell |
1,005
-2
| -0.2% | -$666 | 0.09% | 94 |
|
|
2024
Q1 | $369K | Sell |
1,007
-21
| -2% | -$7.7K | 0.1% | 78 |
|
|
2023
Q4 | $304K | Hold |
1,028
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $281K | Sell |
1,028
-210
| -17% | -$57.3K | 0.09% | 83 |
|
|
2023
Q2 | $305K | Sell |
1,238
-3
| -0.2% | -$738 | 0.09% | 81 |
|
|
2023
Q1 | $284K | Buy |
1,241
+207
| +20% | +$47.4K | 0.09% | 79 |
|
|
2022
Q4 | $248K | Buy |
+1,034
| New | +$248K | 0.08% | 92 |
|
|
2020
Q1 | – | Sell |
-4,572
| Closed | -$424K | – | 114 |
|
|
2019
Q4 | $424K | Buy |
4,572
+1,844
| +68% | +$171K | 0.18% | 75 |
|
|
2019
Q3 | $345K | Sell |
2,728
-726
| -21% | -$91.8K | 0.11% | 88 |
|
|
2019
Q2 | $471K | Sell |
3,454
-61
| -2% | -$8.32K | 0.15% | 76 |
|
|
2019
Q1 | $476K | Buy |
3,515
+337
| +11% | +$45.6K | 0.16% | 76 |
|
|
2018
Q4 | $404K | Sell |
3,178
-71
| -2% | -$9.03K | 0.15% | 82 |
|
|
2018
Q3 | $495K | Sell |
3,249
-135
| -4% | -$20.6K | 0.15% | 75 |
|
|
2018
Q2 | $459K | Sell |
3,384
-597
| -15% | -$81K | 0.18% | 70 |
|
|
2018
Q1 | $587K | Sell |
3,981
-600
| -13% | -$88.5K | 0.25% | 59 |
|
|
2017
Q4 | $722K | Sell |
4,581
-29
| -0.6% | -$4.57K | 0.29% | 56 |
|
|
2017
Q3 | $575K | Sell |
4,610
-24
| -0.5% | -$2.99K | 0.24% | 60 |
|
|
2017
Q2 | $498K | Sell |
4,634
-110
| -2% | -$11.8K | 0.21% | 65 |
|
|
2017
Q1 | $440K | Buy |
4,744
+172
| +4% | +$16K | 0.19% | 68 |
|
|
2016
Q4 | $424K | Sell |
4,572
-477
| -9% | -$44.2K | 0.18% | 75 |
|
|
2016
Q3 | $448K | Sell |
5,049
-15
| -0.3% | -$1.33K | 0.2% | 65 |
|
|
2016
Q2 | $384K | Sell |
5,064
-35
| -0.7% | -$2.65K | 0.18% | 71 |
|
|
2016
Q1 | $390K | Sell |
5,099
-28,343
| -85% | -$2.17M | 0.18% | 69 |
|
|
2015
Q4 | $2.27M | Sell |
33,442
-2,763
| -8% | -$188K | 1.04% | 50 |
|
|
2015
Q3 | $2.37M | Buy |
36,205
+254
| +0.7% | +$16.6K | 1.16% | 46 |
|
|
2015
Q2 | $3.05M | Buy |
35,951
+581
| +2% | +$49.3K | 1.4% | 39 |
|
|
2015
Q1 | $2.83M | Buy |
35,370
+2,859
| +9% | +$229K | 1.27% | 43 |
|
|
2014
Q4 | $2.98M | Buy |
32,511
+1,261
| +4% | +$115K | 1.3% | 42 |
|
|
2014
Q3 | $3.1M | Sell |
31,250
-200
| -0.6% | -$19.8K | 1.45% | 31 |
|
|
2014
Q2 | $3.42M | Buy |
31,450
+713
| +2% | +$77.5K | 1.61% | 26 |
|
|
2014
Q1 | $3.05M | Sell |
30,737
-44
| -0.1% | -$4.37K | 1.52% | 30 |
|
|
2013
Q4 | $2.8M | Buy |
30,781
+2,379
| +8% | +$216K | 1.38% | 42 |
|
|
2013
Q3 | $2.37M | Buy |
28,402
+143
| +0.5% | +$11.9K | 1.26% | 46 |
|
|
2013
Q2 | $2.33M | Buy |
+28,259
| New | +$2.33M | 1.28% | 47 |
|