Financial Partners Group (Kansas)’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 | $558K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $589K | Sell |
|
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $536K | Buy |
|
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $340K | Sell |
|
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $208K | Buy |
|