FTWA
Fifth Third Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
17,633
+937
| +6% | +$364K | 0.29% | 58 |
|
|
2025
Q1 | $5.51M | Buy |
16,696
+982
| +6% | +$324K | 0.29% | 54 |
|
|
2024
Q4 | $5.7M | Buy |
15,714
+755
| +5% | +$274K | 0.31% | 50 |
|
|
2024
Q3 | $5.85M | Buy |
14,959
+3,148
| +27% | +$1.23M | 0.36% | 45 |
|
|
2024
Q2 | $3.93M | Buy |
11,811
+4,869
| +70% | +$1.62M | 0.3% | 54 |
|
|
2024
Q1 | $2.54M | Buy |
6,942
+852
| +14% | +$312K | 0.4% | 48 |
|
|
2023
Q4 | $1.8M | Buy |
6,090
+486
| +9% | +$144K | 0.58% | 40 |
|
|
2023
Q3 | $1.53M | Buy |
5,604
+2,630
| +88% | +$718K | 0.62% | 40 |
|
|
2023
Q2 | $732K | Buy |
2,974
+171
| +6% | +$42.1K | 0.47% | 59 |
|
|
2023
Q1 | $641K | Buy |
+2,803
| New | +$641K | 1.19% | 31 |
|