Financial Partners Group (Tennessee)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Sell |
22,978
-110
| -0.5% | -$42.7K | 3.23% | 11 |
|
|
2025
Q1 | $7.61M | Sell |
23,088
-1,048
| -4% | -$346K | 3.3% | 11 |
|
|
2024
Q4 | $8.76M | Sell |
24,136
-2,319
| -9% | -$841K | 3.64% | 10 |
|
|
2024
Q3 | $10.3M | Buy |
26,455
+126
| +0.5% | +$49.3K | 3.88% | 8 |
|
|
2024
Q2 | $8.77M | Sell |
26,329
-425
| -2% | -$142K | 3.4% | 10 |
|
|
2024
Q1 | $9.8M | Sell |
26,754
-530
| -2% | -$194K | 3.79% | 6 |
|
|
2023
Q4 | $8.07M | Buy |
27,284
+2,285
| +9% | +$676K | 3.65% | 9 |
|
|
2023
Q3 | $6.82M | Sell |
24,999
-2,032
| -8% | -$555K | 3.27% | 10 |
|
|
2023
Q2 | $6.65M | Buy |
27,031
+800
| +3% | +$197K | 3.35% | 11 |
|
|
2023
Q1 | $6M | Sell |
26,231
-65
| -0.2% | -$14.9K | 3.14% | 11 |
|
|
2022
Q4 | $6.3M | Buy |
+26,296
| New | +$6.3M | 3.72% | 8 |
|