Vest 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
Q2 | $74.1M | Buy |
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|
2025
Q1 | $46.8M | Sell |
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|
2024
Q4 | $54.7M | Buy |
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|
2024
Q3 | $58.3M | Buy |
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|
2024
Q2 | $40M | Sell |
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|
2024
Q1 | $46.8M | Buy |
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|
2023
Q4 | $32M | Buy |
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|
2023
Q3 | $23.7M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $9M | Sell |
|
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $8.34M | Buy |
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|
2022
Q2 | $7.78M | Buy |
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|
2022
Q1 | $8.72M | Buy |
|
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|
2021
Q4 | $7.01M | Buy |
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|
2021
Q3 | $4.82M | Buy |
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|
2021
Q2 | $3.79M | Buy |
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|
2021
Q1 | $3.01M | Buy |
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|
2020
Q4 | $2.32M | Buy |
|