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Fiducient Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,216
| Closed | -$1.53M | – | 159 |
|
|
2024
Q4 | $1.53M | Buy |
+4,216
| New | +$1.53M | 0.19% | 48 |
|
|
2024
Q2 | – | Sell |
-2,477
| Closed | -$908K | – | 145 |
|
|
2024
Q1 | $908K | Buy |
2,477
+57
| +2% | +$20.9K | 0.18% | 55 |
|
|
2023
Q4 | $716K | Buy |
+2,420
| New | +$716K | 0.13% | 60 |
|