Fiduciary Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Hold |
2,273
| – | – | 0.08% | 167 |
|
|
2025
Q1 | $749K | Sell |
2,273
-5
| -0.2% | -$1.65K | 0.08% | 171 |
|
|
2024
Q4 | $826K | Buy |
2,278
+82
| +4% | +$29.7K | 0.08% | 161 |
|
|
2024
Q3 | $859K | Buy |
2,196
+29
| +1% | +$11.3K | 0.09% | 161 |
|
|
2024
Q2 | $722K | Sell |
2,167
-30
| -1% | -$9.99K | 0.08% | 163 |
|
|
2024
Q1 | $805K | Hold |
2,197
| – | – | 0.09% | 155 |
|
|
2023
Q4 | $649K | Buy |
2,197
+1
| +0% | +$296 | 0.08% | 157 |
|
|
2023
Q3 | $600K | Hold |
2,196
| – | – | 0.08% | 149 |
|
|
2023
Q2 | $540K | Sell |
2,196
-75
| -3% | -$18.5K | 0.07% | 156 |
|
|
2023
Q1 | $520K | Sell |
2,271
-124
| -5% | -$28.4K | 0.07% | 153 |
|
|
2022
Q4 | $574K | Buy |
2,395
+90
| +4% | +$21.6K | 0.08% | 148 |
|
|
2022
Q3 | $536K | Buy |
2,305
+37
| +2% | +$8.6K | 0.07% | 153 |
|
|
2022
Q2 | $440K | Buy |
2,268
+1,152
| +103% | +$223K | 0.06% | 164 |
|
|
2022
Q1 | $229K | Buy |
1,116
+61
| +6% | +$12.5K | 0.03% | 212 |
|
|
2021
Q4 | $218K | Hold |
1,055
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $211K | Hold |
1,055
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $216K | Hold |
1,055
| – | – | 0.03% | 227 |
|
|
2021
Q1 | $241K | Hold |
1,055
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $209K | Sell |
1,055
-820
| -44% | -$162K | 0.03% | 208 |
|
|
2020
Q3 | $280K | Sell |
1,875
-175
| -9% | -$26.1K | 0.04% | 172 |
|
|
2020
Q2 | $259K | Buy |
2,050
+132
| +7% | +$16.7K | 0.04% | 173 |
|
|
2020
Q1 | $223K | Buy |
1,918
+57
| +3% | +$6.63K | 0.04% | 158 |
|
|
2019
Q4 | $275K | Hold |
1,861
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $235K | Sell |
1,861
-9
| -0.5% | -$1.14K | 0.04% | 176 |
|
|
2019
Q2 | $255K | Buy |
1,870
+10
| +0.5% | +$1.36K | 0.05% | 167 |
|
|
2019
Q1 | $252K | Buy |
1,860
+200
| +12% | +$27.1K | 0.05% | 162 |
|
|
2018
Q4 | $211K | Buy |
1,660
+183
| +12% | +$23.3K | 0.04% | 164 |
|
|
2018
Q3 | $225K | Sell |
1,477
-57
| -4% | -$8.68K | 0.04% | 166 |
|
|
2018
Q2 | $208K | Sell |
1,534
-50
| -3% | -$6.78K | 0.04% | 163 |
|
|
2018
Q1 | $233K | Buy |
1,584
+50
| +3% | +$7.36K | 0.05% | 161 |
|
|
2017
Q4 | $242K | Buy |
+1,534
| New | +$242K | 0.05% | 160 |
|
|
2015
Q4 | – | Sell |
-3,724
| Closed | -$243K | – | 179 |
|
|
2015
Q3 | $243K | Buy |
3,724
+20
| +0.5% | +$1.31K | 0.08% | 167 |
|
|
2015
Q2 | $314K | Buy |
+3,704
| New | +$314K | 0.1% | 159 |
|