First Foundation Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $907K | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $858K | Buy |
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|
2022
Q2 | $917K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $868K | Buy |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $259K | Sell |
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|
2019
Q3 | $397K | Sell |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $610K | Buy |
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|
2018
Q4 | $515K | Buy |
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|
2018
Q3 | $529K | Buy |
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|
2018
Q2 | $412K | Buy |
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|
2018
Q1 | $267K | Buy |
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|
2017
Q4 | $211K | Sell |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | $244K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $220K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $225K | Hold |
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|
2014
Q1 | $206K | Sell |
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|
2013
Q4 | $241K | Sell |
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|
2013
Q3 | $228K | Sell |
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|
2013
Q2 | $290K | Buy |
|