First Affirmative Financial Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $406K | Buy |
|