Farther Finance Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
12,842
+999
| +8% | +$388K | 0.1% | 188 |
|
|
2025
Q1 | $3.91M | Buy |
11,843
+3,481
| +42% | +$1.15M | 0.1% | 189 |
|
|
2024
Q4 | $3.03M | Buy |
8,362
+318
| +4% | +$115K | 0.11% | 155 |
|
|
2024
Q3 | $3.15M | Buy |
8,044
+1,581
| +24% | +$618K | 0.12% | 146 |
|
|
2024
Q2 | $2.13M | Buy |
6,463
+503
| +8% | +$166K | 0.1% | 156 |
|
|
2024
Q1 | $2.17M | Buy |
5,960
+624
| +12% | +$227K | 0.13% | 130 |
|
|
2023
Q4 | $1.58M | Buy |
5,336
+2,467
| +86% | +$729K | 0.11% | 165 |
|
|
2023
Q3 | $783K | Buy |
2,869
+2,274
| +382% | +$621K | 0.12% | 144 |
|
|
2023
Q2 | $146K | Buy |
595
+37
| +7% | +$9.1K | 0.03% | 369 |
|
|
2023
Q1 | $128K | Buy |
558
+106
| +23% | +$24.3K | 0.04% | 345 |
|
|
2022
Q4 | $108K | Buy |
+452
| New | +$108K | 0.04% | 308 |
|