CFS
Commonwealth Financial Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
984
+15
| +2% | +$5.82K | 0.07% | 131 |
|
|
2025
Q1 | $320K | Sell |
969
-3
| -0.3% | -$990 | 0.07% | 142 |
|
|
2024
Q4 | $353K | Buy |
972
+9
| +0.9% | +$3.27K | 0.07% | 132 |
|
|
2024
Q3 | $378K | Sell |
963
-41
| -4% | -$16.1K | 0.07% | 123 |
|
|
2024
Q2 | $330K | Sell |
1,004
-110
| -10% | -$36.2K | 0.07% | 126 |
|
|
2024
Q1 | $329K | Hold |
1,114
| – | – | 0.08% | 129 |
|
|
2023
Q4 | $329K | Buy |
1,114
+51
| +5% | +$15.1K | 0.08% | 128 |
|
|
2023
Q3 | $290K | Buy |
+1,063
| New | +$290K | 0.09% | 138 |
|