FCAS
First Command Advisory Services’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
2,916
+387
| +15% | +$150K | 0.01% | 75 |
|
2025
Q1 | $834K | Sell |
2,529
-102
| -4% | -$33.6K | 0.01% | 89 |
|
2024
Q4 | $954K | Sell |
2,631
-118
| -4% | -$42.8K | 0.01% | 75 |
|
2024
Q3 | $1.08M | Sell |
2,749
-21
| -0.8% | -$8.21K | 0.01% | 74 |
|
2024
Q2 | $923K | Sell |
2,770
-16
| -0.6% | -$5.33K | 0.01% | 69 |
|
2024
Q1 | $1.02M | Sell |
2,786
-105
| -4% | -$38.5K | 0.01% | 64 |
|
2023
Q4 | $853K | Buy |
2,891
+75
| +3% | +$22.1K | 0.01% | 67 |
|
2023
Q3 | $769K | Buy |
+2,816
| New | +$769K | 0.01% | 66 |
|
2022
Q4 | – | Sell |
-50
| Closed | – | – | 69 |
|
2022
Q3 | $0 | Buy |
+50
| New | – | ﹤0.01% | 61 |
|
2020
Q3 | – | Sell |
-20
| Closed | -$3K | – | 48 |
|
2020
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 14 |
|