Zions Bancorporation’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $335K | Buy |
923
+78
| +9% | +$28.3K | 0.02% | 286 |
|
|
2024
Q3 | $330K | Buy |
845
+6
| +0.7% | +$2.35K | 0.02% | 286 |
|
|
2024
Q2 | $279K | Sell |
839
-216
| -20% | -$72K | 0.02% | 292 |
|
|
2024
Q1 | $387K | Sell |
1,055
-293
| -22% | -$107K | 0.03% | 273 |
|
|
2023
Q4 | $399K | Sell |
1,348
-902
| -40% | -$267K | 0.03% | 266 |
|
|
2023
Q3 | $614K | Buy |
2,250
+90
| +4% | +$24.6K | 0.05% | 229 |
|
|
2023
Q2 | $531K | Sell |
2,160
-19
| -0.9% | -$4.68K | 0.04% | 239 |
|
|
2023
Q1 | $499K | Buy |
2,179
+8
| +0.4% | +$1.83K | 0.04% | 248 |
|
|
2022
Q4 | $520K | Sell |
2,171
-886
| -29% | -$212K | 0.04% | 242 |
|
|
2022
Q3 | $502K | Sell |
3,057
-2,054
| -40% | -$337K | 0.05% | 228 |
|
|
2022
Q2 | $913K | Buy |
5,111
+139
| +3% | +$24.8K | 0.09% | 160 |
|
|
2022
Q1 | $1.11M | Sell |
4,972
-399
| -7% | -$88.9K | 0.1% | 141 |
|
|
2021
Q4 | $1.11M | Buy |
5,371
+25
| +0.5% | +$5.17K | 0.1% | 129 |
|
|
2021
Q3 | $1.03M | Buy |
5,346
+310
| +6% | +$59.5K | 0.1% | 111 |
|
|
2021
Q2 | $1.1M | Buy |
5,036
+231
| +5% | +$50.3K | 0.11% | 95 |
|
|
2021
Q1 | $1.11M | Sell |
4,805
-13
| -0.3% | -$3.01K | 0.13% | 85 |
|
|
2020
Q4 | $877K | Buy |
4,818
+10
| +0.2% | +$1.82K | 0.11% | 88 |
|
|
2020
Q3 | $717K | Buy |
4,808
+161
| +3% | +$24K | 0.1% | 88 |
|
|
2020
Q2 | $588K | Sell |
4,647
-540
| -10% | -$68.3K | 0.09% | 94 |
|
|
2020
Q1 | $602K | Buy |
5,187
+762
| +17% | +$88.4K | 0.11% | 79 |
|
|
2019
Q4 | $653K | Sell |
4,425
-2,996
| -40% | -$442K | 0.09% | 87 |
|
|
2019
Q3 | $937K | Sell |
7,421
-1,473
| -17% | -$186K | 0.13% | 68 |
|
|
2019
Q2 | $1.21M | Buy |
8,894
+423
| +5% | +$57.6K | 0.18% | 53 |
|
|
2019
Q1 | $1.15M | Buy |
+8,471
| New | +$1.15M | 0.19% | 56 |
|
|
2018
Q4 | – | Sell |
-9,163
| Closed | -$1.4M | – | 541 |
|
|
2018
Q3 | $1.4M | Buy |
+9,163
| New | +$1.4M | 0.33% | 37 |
|
|
2018
Q2 | – | Sell |
-21,797
| Closed | -$3.21M | – | 481 |
|
|
2018
Q1 | $3.21M | Sell |
21,797
-27
| -0.1% | -$3.98K | 0.7% | 16 |
|
|
2017
Q4 | $3.44M | Sell |
21,824
-2,389
| -10% | -$376K | 0.59% | 24 |
|
|
2017
Q3 | $3.02M | Buy |
24,213
+3,111
| +15% | +$388K | 0.43% | 31 |
|
|
2017
Q2 | $2.27M | Buy |
21,102
+17,169
| +437% | +$1.85M | 0.39% | 36 |
|
|
2017
Q1 | $365K | Sell |
3,933
-456
| -10% | -$42.3K | 0.07% | 95 |
|
|
2016
Q4 | $407K | Buy |
4,389
+1,794
| +69% | +$166K | 0.07% | 90 |
|
|
2016
Q3 | $228K | Sell |
2,595
-17
| -0.7% | -$1.49K | 0.04% | 108 |
|
|
2016
Q2 | $199K | Sell |
2,612
-511
| -16% | -$38.9K | 0.03% | 112 |
|
|
2016
Q1 | $239K | Buy |
3,123
+242
| +8% | +$18.5K | 0.04% | 107 |
|
|
2015
Q4 | $195K | Sell |
2,881
-13,527
| -82% | -$916K | 0.03% | 115 |
|
|
2015
Q3 | $1.18M | Buy |
16,408
+141
| +0.9% | +$10.2K | 0.22% | 65 |
|
|
2015
Q2 | $1.38M | Sell |
16,267
-2,588
| -14% | -$220K | 0.22% | 67 |
|
|
2015
Q1 | $1.51M | Buy |
+18,855
| New | +$1.51M | 0.26% | 53 |
|