Fiduciary Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
2,799
-190
| -6% | -$73.8K | 0.36% | 58 |
|
|
2025
Q1 | $986K | Buy |
+2,989
| New | +$986K | 0.33% | 63 |
|
|
2024
Q4 | – | Sell |
-2,952
| Closed | -$1.15M | – | 90 |
|
|
2024
Q3 | $1.15M | Sell |
2,952
-358
| -11% | -$140K | 0.38% | 54 |
|
|
2024
Q2 | $1.1M | Sell |
3,310
-240
| -7% | -$79.9K | 0.44% | 56 |
|
|
2024
Q1 | $1.3M | Buy |
3,550
+496
| +16% | +$182K | 0.51% | 48 |
|
|
2023
Q4 | $903K | Buy |
+3,054
| New | +$903K | 0.39% | 50 |
|