Fiduciary Alliance’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
2,144
+512
| +31% | +$199K | 0.06% | 245 |
|
|
2025
Q1 | $538K | Sell |
1,632
-113
| -6% | -$37.3K | 0.05% | 243 |
|
|
2024
Q4 | $633K | Buy |
1,745
+558
| +47% | +$202K | 0.06% | 210 |
|
|
2024
Q3 | $464K | Buy |
1,187
+248
| +26% | +$97K | 0.06% | 162 |
|
|
2024
Q2 | $308K | Buy |
+939
| New | +$308K | 0.05% | 163 |
|
|
2023
Q3 | – | Sell |
-272
| Closed | -$66.9K | – | 277 |
|
|
2023
Q2 | $66.9K | Buy |
+272
| New | +$66.9K | 0.01% | 273 |
|
|
2023
Q1 | – | Sell |
-551
| Closed | -$132K | – | 251 |
|
|
2022
Q4 | $132K | Buy |
+551
| New | +$132K | 0.03% | 149 |
|