FLI
Family Legacy Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Buy |
16,710
+41
| +0.2% | +$15.9K | 2.11% | 7 |
|
|
2025
Q1 | $5.5M | Buy |
16,669
+4
| +0% | +$1.32K | 1.89% | 13 |
|
|
2024
Q4 | $6.02M | Sell |
16,665
-491
| -3% | -$177K | 2.04% | 10 |
|
|
2024
Q3 | $6.71M | Buy |
17,156
+157
| +0.9% | +$61.4K | 2.23% | 5 |
|
|
2024
Q2 | $5.66M | Sell |
16,999
-921
| -5% | -$307K | 2.03% | 9 |
|
|
2024
Q1 | $6.57M | Sell |
17,920
-1,471
| -8% | -$539K | 2.36% | 5 |
|
|
2023
Q4 | $5.73M | Buy |
19,391
+7
| +0% | +$2.07K | 2.19% | 5 |
|
|
2023
Q3 | $5.29M | Sell |
19,384
-12
| -0.1% | -$3.28K | 2.21% | 5 |
|
|
2023
Q2 | $4.77M | Sell |
19,396
-303
| -2% | -$74.6K | 1.92% | 12 |
|
|
2023
Q1 | $4.51M | Buy |
19,699
+615
| +3% | +$141K | 1.93% | 11 |
|
|
2022
Q4 | $4.93M | Buy |
19,084
+167
| +0.9% | +$43.2K | 2.16% | 7 |
|
|
2022
Q3 | $3.1M | Sell |
18,917
-202
| -1% | -$33.1K | 1.56% | 22 |
|
|
2022
Q2 | $3.34M | Buy |
19,119
+141
| +0.7% | +$24.6K | 1.58% | 24 |
|
|
2022
Q1 | $4.23M | Buy |
18,978
+90
| +0.5% | +$20.1K | 1.76% | 13 |
|
|
2021
Q4 | $4.15M | Buy |
18,888
+1,822
| +11% | +$401K | 1.7% | 17 |
|
|
2021
Q3 | $3.33M | Buy |
17,066
+93
| +0.5% | +$18.2K | 1.5% | 24 |
|
|
2021
Q2 | $3.55M | Buy |
16,973
+321
| +2% | +$67.1K | 1.58% | 21 |
|
|
2021
Q1 | $3.86M | Buy |
16,652
+1,205
| +8% | +$279K | 1.84% | 10 |
|
|
2020
Q4 | $2.81M | Sell |
15,447
-10
| -0.1% | -$1.82K | 1.45% | 27 |
|
|
2020
Q3 | $2.31M | Buy |
15,457
+90
| +0.6% | +$13.4K | 1.3% | 30 |
|
|
2020
Q2 | $1.94M | Sell |
15,367
-54
| -0.4% | -$6.83K | 1.17% | 37 |
|
|
2020
Q1 | $1.79M | Buy |
15,421
+82
| +0.5% | +$9.51K | 1.29% | 31 |
|
|
2019
Q4 | $2.27M | Buy |
15,339
+985
| +7% | +$145K | 1.29% | 31 |
|
|
2019
Q3 | $2.11M | Buy |
14,354
+2,271
| +19% | +$334K | 1.32% | 28 |
|
|
2019
Q2 | $1.65M | Buy |
12,083
+256
| +2% | +$34.9K | 1.29% | 32 |
|
|
2019
Q1 | $1.65M | Buy |
11,827
+151
| +1% | +$21.1K | 1.34% | 27 |
|
|
2018
Q4 | $1.48M | Buy |
11,676
+473
| +4% | +$60.1K | 1.33% | 30 |
|
|
2018
Q3 | $1.71M | Buy |
11,203
+1,161
| +12% | +$177K | 1.39% | 24 |
|
|
2018
Q2 | $1.36M | Buy |
10,042
+449
| +5% | +$60.9K | 1.18% | 32 |
|
|
2018
Q1 | $1.41M | Buy |
9,593
+90
| +0.9% | +$13.3K | 1.31% | 29 |
|
|
2017
Q4 | $1.5M | Buy |
9,503
+3,503
| +58% | +$552K | 1.36% | 28 |
|
|
2017
Q3 | $748K | Sell |
6,000
-3,573
| -37% | -$445K | 1.9% | 25 |
|
|
2017
Q2 | $1.03M | Sell |
9,573
-60
| -0.6% | -$6.45K | 1.03% | 39 |
|
|
2017
Q1 | $894K | Buy |
+9,633
| New | +$894K | 0.93% | 41 |
|