FAFN
First Affirmative Financial Network’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-522
| Closed | -$204K | – | 275 |
|
|
2024
Q3 | $204K | Buy |
+522
| New | +$204K | 0.11% | 253 |
|
|
2024
Q2 | – | Sell |
-664
| Closed | -$243K | – | 263 |
|
|
2024
Q1 | $243K | Sell |
664
-86
| -11% | -$31.5K | 0.18% | 186 |
|
|
2023
Q4 | $222K | Sell |
750
-120
| -14% | -$35.5K | 0.18% | 194 |
|
|
2023
Q3 | $238K | Sell |
870
-115
| -12% | -$31.4K | 0.23% | 152 |
|
|
2023
Q2 | $242K | Sell |
985
-80
| -8% | -$19.7K | 0.24% | 139 |
|
|
2023
Q1 | $244K | Sell |
1,065
-253
| -19% | -$57.9K | 0.28% | 111 |
|
|
2022
Q4 | $316K | Sell |
1,318
-363
| -22% | -$87K | 0.38% | 81 |
|
|
2022
Q3 | $276K | Sell |
1,681
-349
| -17% | -$57.3K | 0.35% | 89 |
|
|
2022
Q2 | $363K | Sell |
2,030
-321
| -14% | -$57.4K | 0.41% | 65 |
|
|
2022
Q1 | $524K | Buy |
2,351
+46
| +2% | +$10.3K | 0.5% | 50 |
|
|
2021
Q4 | $476K | Buy |
2,305
+190
| +9% | +$39.2K | 0.43% | 57 |
|
|
2021
Q3 | $406K | Buy |
+2,115
| New | +$406K | 0.42% | 63 |
|