F/M Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Sell |
21,893
-15,592
| -42% | -$6.05M | 0.31% | 69 |
|
|
2025
Q1 | $12.4M | Sell |
37,485
-1,674
| -4% | -$552K | 0.49% | 43 |
|
|
2024
Q4 | $14.2M | Buy |
39,159
+7,595
| +24% | +$2.76M | 0.52% | 36 |
|
|
2024
Q3 | $12.3M | Sell |
31,564
-1,344
| -4% | -$526K | 0.39% | 74 |
|
|
2024
Q2 | $11M | Buy |
+32,908
| New | +$11M | 0.4% | 78 |
|
|
2021
Q2 | – | Sell |
-9,647
| Closed | -$2.24M | – | 71 |
|
|
2021
Q1 | $2.24M | Buy |
+9,647
| New | +$2.24M | 1.77% | 17 |
|