DFC
DB Fitzpatrick & Co’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2K | Hold |
88
| – | – | 0.03% | 63 |
|
|
2025
Q1 | $29K | Hold |
88
| – | – | 0.03% | 63 |
|
|
2024
Q4 | $31.9K | Hold |
88
| – | – | 0.03% | 61 |
|
|
2024
Q3 | $34.4K | Hold |
88
| – | – | 0.03% | 59 |
|
|
2024
Q2 | $29.3K | Hold |
88
| – | – | 0.03% | 62 |
|
|
2024
Q1 | $32.2K | Hold |
88
| – | – | 0.03% | 63 |
|
|
2023
Q4 | $26K | Hold |
88
| – | – | 0.02% | 65 |
|
|
2023
Q3 | $24K | Hold |
88
| – | – | 0.03% | 60 |
|
|
2023
Q2 | $21.7K | Hold |
88
| – | – | 0.02% | 62 |
|
|
2023
Q1 | $20.1K | Sell |
88
-80
| -48% | -$18.3K | 0.02% | 61 |
|
|
2022
Q4 | $40.2K | Hold |
168
| – | – | 0.05% | 60 |
|
|
2022
Q3 | $28K | Hold |
168
| – | – | 0.03% | 58 |
|
|
2022
Q2 | $30K | Sell |
168
-34
| -17% | -$6.07K | 0.03% | 64 |
|
|
2022
Q1 | $45K | Hold |
202
| – | – | 0.04% | 61 |
|
|
2021
Q4 | $42K | Buy |
+202
| New | +$42K | 0.04% | 67 |
|