Fiduciary Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
64,642
-404
| -0.6% | -$157K | 0.31% | 53 |
|
|
2025
Q1 | $21.5M | Buy |
65,046
+862
| +1% | +$284K | 0.28% | 58 |
|
|
2024
Q4 | $23.3M | Buy |
64,184
+1,552
| +2% | +$563K | 0.31% | 54 |
|
|
2024
Q3 | $24.5M | Buy |
62,632
+687
| +1% | +$269K | 0.34% | 53 |
|
|
2024
Q2 | $20.6M | Sell |
61,945
-3,594
| -5% | -$1.2M | 0.31% | 56 |
|
|
2024
Q1 | $24M | Buy |
65,539
+1,104
| +2% | +$405K | 0.37% | 52 |
|
|
2023
Q4 | $19.1M | Buy |
64,435
+201
| +0.3% | +$59.4K | 0.32% | 55 |
|
|
2023
Q3 | $17.5M | Buy |
64,234
+28
| +0% | +$7.64K | 0.32% | 57 |
|
|
2023
Q2 | $15.8M | Buy |
64,206
+28
| +0% | +$6.89K | 0.28% | 66 |
|
|
2023
Q1 | $14.7M | Sell |
64,178
-458
| -0.7% | -$105K | 0.27% | 69 |
|
|
2022
Q4 | $15.5M | Sell |
64,636
-37
| -0.1% | -$8.86K | 0.3% | 65 |
|
|
2022
Q3 | $10.6M | Sell |
64,673
-493
| -0.8% | -$80.9K | 0.23% | 78 |
|
|
2022
Q2 | $11.6M | Sell |
65,166
-209
| -0.3% | -$37.4K | 0.25% | 83 |
|
|
2022
Q1 | $14.6M | Buy |
65,375
+269
| +0.4% | +$59.9K | 0.26% | 73 |
|
|
2021
Q4 | $13.5M | Buy |
65,106
+4,710
| +8% | +$974K | 0.22% | 87 |
|
|
2021
Q3 | $11.6M | Buy |
60,396
+627
| +1% | +$120K | 0.21% | 95 |
|
|
2021
Q2 | $13M | Sell |
59,769
-3,532
| -6% | -$769K | 0.25% | 83 |
|
|
2021
Q1 | $14.7M | Sell |
63,301
-2,920
| -4% | -$677K | 0.3% | 68 |
|
|
2020
Q4 | $12.1M | Sell |
66,221
-2,372
| -3% | -$432K | 0.25% | 78 |
|
|
2020
Q3 | $10.2M | Buy |
68,593
+467
| +0.7% | +$69.7K | 0.24% | 81 |
|
|
2020
Q2 | $8.62M | Sell |
68,126
-1,314
| -2% | -$166K | 0.21% | 93 |
|
|
2020
Q1 | $8.06M | Buy |
69,440
+10,670
| +18% | +$1.24M | 0.23% | 87 |
|
|
2019
Q4 | $8.68M | Buy |
58,770
+1,288
| +2% | +$190K | 0.2% | 99 |
|
|
2019
Q3 | $7.26M | Buy |
57,482
+3,468
| +6% | +$438K | 0.18% | 107 |
|
|
2019
Q2 | $7.36M | Sell |
54,014
-94
| -0.2% | -$12.8K | 0.19% | 97 |
|
|
2019
Q1 | $7.33M | Sell |
54,108
-1,050
| -2% | -$142K | 0.2% | 101 |
|
|
2018
Q4 | $7.01M | Buy |
55,158
+98
| +0.2% | +$12.5K | 0.21% | 96 |
|
|
2018
Q3 | $8.4M | Sell |
55,060
-250
| -0.5% | -$38.1K | 0.24% | 93 |
|
|
2018
Q2 | $7.5M | Sell |
55,310
-1,189
| -2% | -$161K | 0.23% | 100 |
|
|
2018
Q1 | $8.33M | Buy |
56,499
+1,526
| +3% | +$225K | 0.26% | 92 |
|
|
2017
Q4 | $8.66M | Sell |
54,973
-1,286
| -2% | -$203K | 0.26% | 92 |
|
|
2017
Q3 | $7.02M | Sell |
56,259
-2,507
| -4% | -$313K | 0.22% | 101 |
|
|
2017
Q2 | $6.32M | Sell |
58,766
-3,716
| -6% | -$399K | 0.19% | 107 |
|
|
2017
Q1 | $5.8M | Sell |
62,482
-197
| -0.3% | -$18.3K | 0.18% | 108 |
|
|
2016
Q4 | $5.81M | Sell |
62,679
-1,429
| -2% | -$133K | 0.19% | 102 |
|
|
2016
Q3 | $5.69M | Sell |
64,108
-912
| -1% | -$81K | 0.19% | 102 |
|
|
2016
Q2 | $4.93M | Sell |
65,020
-1,975
| -3% | -$150K | 0.17% | 117 |
|
|
2016
Q1 | $5.13M | Buy |
66,995
+353
| +0.5% | +$27K | 0.18% | 112 |
|
|
2015
Q4 | $4.53M | Sell |
66,642
-3,356
| -5% | -$228K | 0.19% | 107 |
|
|
2015
Q3 | $4.58M | Sell |
69,998
-13,109
| -16% | -$857K | 0.21% | 106 |
|
|
2015
Q2 | $7.05M | Sell |
83,107
-15,662
| -16% | -$1.33M | 0.29% | 84 |
|
|
2015
Q1 | $7.9M | Sell |
98,769
-7,040
| -7% | -$563K | 0.33% | 79 |
|
|
2014
Q4 | $9.68M | Sell |
105,809
-1,459
| -1% | -$134K | 0.41% | 71 |
|
|
2014
Q3 | $10.6M | Sell |
107,268
-5,137
| -5% | -$509K | 0.47% | 63 |
|
|
2014
Q2 | $12.2M | Sell |
112,405
-4,945
| -4% | -$537K | 0.52% | 62 |
|
|
2014
Q1 | $11.7M | Sell |
117,350
-5,681
| -5% | -$565K | 0.52% | 60 |
|
|
2013
Q4 | $11.2M | Sell |
123,031
-3,496
| -3% | -$317K | 0.49% | 64 |
|
|
2013
Q3 | $10.6M | Sell |
126,527
-24,027
| -16% | -$2M | 0.49% | 62 |
|
|
2013
Q2 | $12.4M | Buy |
+150,554
| New | +$12.4M | 0.57% | 57 |
|