VeraBank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
1,336
| – | – | 0.1% | 123 |
|
|
2025
Q1 | $441K | Hold |
1,336
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $485K | Buy |
1,336
+10
| +0.8% | +$3.63K | 0.14% | 100 |
|
|
2024
Q3 | $519K | Hold |
1,326
| – | – | 0.15% | 97 |
|
|
2024
Q2 | $442K | Hold |
1,326
| – | – | 0.14% | 102 |
|
|
2024
Q1 | $486K | Hold |
1,326
| – | – | 0.15% | 99 |
|
|
2023
Q4 | $392K | Sell |
1,326
-19
| -1% | -$5.62K | 0.13% | 107 |
|
|
2023
Q3 | $367K | Buy |
1,345
+130
| +11% | +$35.5K | 0.14% | 107 |
|
|
2023
Q2 | $299K | Sell |
1,215
-1,600
| -57% | -$394K | 0.12% | 111 |
|
|
2023
Q1 | $644K | Hold |
2,815
| – | – | 0.3% | 70 |
|
|
2022
Q4 | $674K | Sell |
2,815
-20
| -0.7% | -$4.79K | 0.34% | 68 |
|
|
2022
Q3 | $466K | Hold |
2,835
| – | – | 0.29% | 75 |
|
|
2022
Q2 | $507K | Hold |
2,835
| – | – | 0.3% | 74 |
|
|
2022
Q1 | $631K | Hold |
2,835
| – | – | 0.33% | 70 |
|
|
2021
Q4 | $586K | Hold |
2,835
| – | – | 0.3% | 75 |
|
|
2021
Q3 | $544K | Hold |
2,835
| – | – | 0.31% | 75 |
|
|
2021
Q2 | $617K | Hold |
2,835
| – | – | 0.37% | 66 |
|
|
2021
Q1 | $657K | Hold |
2,835
| – | – | 0.43% | 56 |
|
|
2020
Q4 | $516K | Hold |
2,835
| – | – | 0.36% | 64 |
|
|
2020
Q3 | $423K | Hold |
2,835
| – | – | 0.32% | 71 |
|
|
2020
Q2 | $359K | Hold |
2,835
| – | – | 0.29% | 77 |
|
|
2020
Q1 | $329K | Hold |
2,835
| – | – | 0.32% | 75 |
|
|
2019
Q4 | $418K | Hold |
2,835
| – | – | 0.34% | 69 |
|
|
2019
Q3 | $358K | Hold |
2,835
| – | – | 0.32% | 68 |
|
|
2019
Q2 | $386K | Sell |
2,835
-20
| -0.7% | -$2.72K | 0.36% | 64 |
|
|
2019
Q1 | $387K | Hold |
2,855
| – | – | 0.37% | 64 |
|
|
2018
Q4 | $363K | Buy |
+2,855
| New | +$363K | 0.39% | 61 |
|