Fi3 Financial 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 | $521K | Buy |
1,341
+11
| +0.8% | +$4.27K | 0.19% | 49 |
|
|
2025
Q1 | $439K | Buy |
1,330
+3
| +0.2% | +$990 | 0.18% | 53 |
|
|
2024
Q4 | $481K | Sell |
1,327
-23
| -2% | -$8.34K | 0.18% | 50 |
|
|
2024
Q3 | $528K | Buy |
1,350
+444
| +49% | +$174K | 0.21% | 44 |
|
|
2024
Q2 | $302K | Sell |
906
-4
| -0.4% | -$1.33K | 0.13% | 56 |
|
|
2024
Q1 | $306K | Buy |
910
+46
| +5% | +$15.5K | 0.14% | 55 |
|
|
2023
Q4 | $255K | Sell |
864
-2,032
| -70% | -$601K | 0.12% | 59 |
|
|
2023
Q3 | $791K | Buy |
+2,896
| New | +$791K | 0.43% | 28 |
|