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Fiduciary Financial Group’s Caterpillar CAT Stock Holding History

Fiduciary Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$748K Buy
1,913
+857
+81% +$335K 0.14% 102
2025
Q1 		$305K Sell
1,056
-773
-42% -$224K 0.07% 188
2024
Q4 		$642K Sell
1,829
-29
-2% -$10.2K 0.14% 98
2024
Q3 		$721K Buy
1,858
+43
+2% +$16.7K 0.17% 80
2024
Q2 		$654K Buy
+1,815
New +$654K 0.16% 84