FWI
Facet Wealth Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
1,524
+362
| +31% | +$159K | 0.02% | 88 |
|
|
2025
Q1 | $375K | Buy |
1,162
+19
| +2% | +$6.14K | 0.01% | 97 |
|
|
2024
Q4 | $416K | Buy |
1,143
+74
| +7% | +$26.9K | 0.01% | 95 |
|
|
2024
Q3 | $406K | Buy |
1,069
+445
| +71% | +$169K | 0.01% | 99 |
|
|
2024
Q2 | $213K | Buy |
624
+33
| +6% | +$11.3K | 0.01% | 136 |
|
|
2024
Q1 | $202K | Buy |
+591
| New | +$202K | 0.01% | 120 |
|