VF
Vest Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.1M | Buy |
190,846
+49,076
| +35% | +$19.1M | 1.05% | 8 |
|
|
2025
Q1 | $46.8M | Sell |
141,770
-9,064
| -6% | -$2.99M | 0.73% | 68 |
|
|
2024
Q4 | $54.7M | Buy |
150,834
+1,662
| +1% | +$603K | 0.97% | 36 |
|
|
2024
Q3 | $58.3M | Buy |
149,172
+29,011
| +24% | +$11.3M | 1.12% | 11 |
|
|
2024
Q2 | $40M | Sell |
120,161
-7,557
| -6% | -$2.52M | 0.96% | 58 |
|
|
2024
Q1 | $46.8M | Buy |
127,718
+19,332
| +18% | +$7.08M | 1.24% | 6 |
|
|
2023
Q4 | $32M | Buy |
108,386
+21,423
| +25% | +$6.33M | 1.19% | 21 |
|
|
2023
Q3 | $23.7M | Buy |
86,963
+32,269
| +59% | +$8.81M | 1.3% | 7 |
|
|
2023
Q2 | $13.3M | Buy |
54,694
+15,387
| +39% | +$3.75M | 1.24% | 17 |
|
|
2023
Q1 | $9M | Sell |
39,307
-8,468
| -18% | -$1.94M | 1.22% | 64 |
|
|
2022
Q4 | $11.4M | Sell |
47,775
-3,057
| -6% | -$732K | 1.79% | 2 |
|
|
2022
Q3 | $8.34M | Buy |
50,832
+7,198
| +16% | +$1.18M | 1.58% | 28 |
|
|
2022
Q2 | $7.78M | Buy |
43,634
+4,499
| +11% | +$802K | 1.42% | 56 |
|
|
2022
Q1 | $8.72M | Buy |
39,135
+5,245
| +15% | +$1.17M | 1.58% | 27 |
|
|
2021
Q4 | $7.01M | Buy |
33,890
+8,809
| +35% | +$1.82M | 1.52% | 42 |
|
|
2021
Q3 | $4.82M | Buy |
25,081
+7,657
| +44% | +$1.47M | 1.47% | 48 |
|
|
2021
Q2 | $3.79M | Buy |
17,424
+4,448
| +34% | +$968K | 1.44% | 56 |
|
|
2021
Q1 | $3.01M | Buy |
12,976
+219
| +2% | +$50.8K | 1.73% | 3 |
|
|
2020
Q4 | $2.32M | Buy |
+12,757
| New | +$2.32M | 1.56% | 25 |
|