FPGK
Financial Partners Group (Kansas)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
1,436
-92
| -6% | -$35.7K | 0.08% | 114 |
|
|
2025
Q1 | $504K | Buy |
1,528
+1
| +0.1% | +$330 | 0.08% | 109 |
|
|
2024
Q4 | $554K | Buy |
1,527
+22
| +1% | +$7.98K | 0.08% | 97 |
|
|
2024
Q3 | $589K | Sell |
1,505
-10
| -0.7% | -$3.91K | 0.09% | 95 |
|
|
2024
Q2 | $505K | Buy |
1,515
+53
| +4% | +$17.7K | 0.08% | 102 |
|
|
2024
Q1 | $536K | Buy |
1,462
+11
| +0.8% | +$4.03K | 0.09% | 95 |
|
|
2023
Q4 | $429K | Buy |
1,451
+2
| +0.1% | +$591 | 0.08% | 103 |
|
|
2023
Q3 | $339K | Sell |
1,449
-39
| -3% | -$9.13K | 0.07% | 113 |
|
|
2023
Q2 | $411K | Buy |
1,488
+2
| +0.1% | +$553 | 0.08% | 103 |
|
|
2023
Q1 | $340K | Sell |
1,486
-75
| -5% | -$17.2K | 0.08% | 113 |
|
|
2022
Q4 | $387K | Buy |
1,561
+173
| +12% | +$42.9K | 0.09% | 107 |
|
|
2022
Q3 | $228K | Sell |
1,388
-54
| -4% | -$8.87K | 0.06% | 132 |
|
|
2022
Q2 | $258K | Buy |
1,442
+1
| +0.1% | +$179 | 0.06% | 119 |
|
|
2022
Q1 | $321K | Sell |
1,441
-57
| -4% | -$12.7K | 0.07% | 125 |
|
|
2021
Q4 | $302K | Sell |
1,498
-38
| -2% | -$7.66K | 0.07% | 132 |
|
|
2021
Q3 | $295K | Buy |
1,536
+140
| +10% | +$26.9K | 0.07% | 131 |
|
|
2021
Q2 | $304K | Buy |
1,396
+499
| +56% | +$109K | 0.08% | 120 |
|
|
2021
Q1 | $208K | Buy |
+897
| New | +$208K | 0.06% | 138 |
|