Fidelis Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
10,245
+275
| +3% | +$118K | 0.4% | 51 |
|
|
2025
Q1 | $3.06M | Sell |
9,970
-35
| -0.3% | -$10.7K | 0.32% | 66 |
|
|
2024
Q4 | $3.62M | Buy |
10,005
+1,321
| +15% | +$478K | 0.36% | 55 |
|
|
2024
Q3 | $3.35M | Buy |
8,684
+456
| +6% | +$176K | 0.4% | 47 |
|
|
2024
Q2 | $2.68M | Buy |
8,228
+1,997
| +32% | +$651K | 0.38% | 48 |
|
|
2024
Q1 | $2.28M | Buy |
6,231
+1,861
| +43% | +$682K | 0.35% | 56 |
|
|
2023
Q4 | $1.29M | Buy |
4,370
+1,292
| +42% | +$382K | 0.29% | 71 |
|
|
2023
Q3 | $840K | Buy |
3,078
+133
| +5% | +$36.3K | 0.29% | 74 |
|
|
2023
Q2 | $725K | Buy |
2,945
+35
| +1% | +$8.61K | 0.26% | 91 |
|
|
2023
Q1 | $626K | Buy |
+2,910
| New | +$626K | 0.27% | 96 |
|