Fiduciary Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Hold |
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|
2025
Q1 | $749K | Sell |
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|
2024
Q4 | $826K | Buy |
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|
2024
Q3 | $859K | Buy |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $805K | Hold |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $600K | Hold |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $218K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $211K | Buy |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $208K | Sell |
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|
2018
Q1 | $233K | Buy |
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|
2017
Q4 | $242K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $243K | Buy |
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|
2015
Q2 | $314K | Buy |
|