FFA
First Foundation Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
3,473
+1,206
| +53% | +$468K | 0.05% | 165 |
|
|
2025
Q1 | $748K | Sell |
2,267
-232
| -9% | -$76.5K | 0.03% | 190 |
|
|
2024
Q4 | $907K | Sell |
2,499
-485
| -16% | -$176K | 0.03% | 180 |
|
|
2024
Q3 | $1.17M | Sell |
2,984
-116
| -4% | -$45.4K | 0.04% | 161 |
|
|
2024
Q2 | $1.03M | Sell |
3,100
-761
| -20% | -$253K | 0.04% | 166 |
|
|
2024
Q1 | $1.41M | Buy |
3,861
+177
| +5% | +$64.9K | 0.06% | 141 |
|
|
2023
Q4 | $1.09M | Sell |
3,684
-990
| -21% | -$293K | 0.05% | 168 |
|
|
2023
Q3 | $1.28M | Sell |
4,674
-427
| -8% | -$117K | 0.06% | 166 |
|
|
2023
Q2 | $1.26M | Buy |
5,101
+281
| +6% | +$69.1K | 0.05% | 165 |
|
|
2023
Q1 | $1.1M | Sell |
4,820
-365
| -7% | -$83.5K | 0.05% | 170 |
|
|
2022
Q4 | $1.24M | Sell |
5,185
-46
| -0.9% | -$11K | 0.06% | 164 |
|
|
2022
Q3 | $858K | Buy |
5,231
+102
| +2% | +$16.7K | 0.04% | 182 |
|
|
2022
Q2 | $917K | Sell |
5,129
-463
| -8% | -$82.8K | 0.04% | 181 |
|
|
2022
Q1 | $1.25M | Sell |
5,592
-601
| -10% | -$134K | 0.05% | 173 |
|
|
2021
Q4 | $1.28M | Buy |
6,193
+13
| +0.2% | +$2.69K | 0.04% | 184 |
|
|
2021
Q3 | $1.19M | Buy |
6,180
+874
| +16% | +$168K | 0.04% | 183 |
|
|
2021
Q2 | $1.16M | Buy |
5,306
+462
| +10% | +$101K | 0.04% | 200 |
|
|
2021
Q1 | $1.12M | Sell |
4,844
-1,162
| -19% | -$269K | 0.05% | 189 |
|
|
2020
Q4 | $1.09M | Buy |
6,006
+184
| +3% | +$33.5K | 0.05% | 179 |
|
|
2020
Q3 | $868K | Buy |
5,822
+3,693
| +173% | +$551K | 0.04% | 190 |
|
|
2020
Q2 | $269K | Sell |
2,129
-476
| -18% | -$60.1K | 0.01% | 295 |
|
|
2020
Q1 | $302K | Buy |
2,605
+852
| +49% | +$98.8K | 0.02% | 278 |
|
|
2019
Q4 | $259K | Sell |
1,753
-1,391
| -44% | -$206K | 0.01% | 309 |
|
|
2019
Q3 | $397K | Sell |
3,144
-1,562
| -33% | -$197K | 0.02% | 249 |
|
|
2019
Q2 | $641K | Buy |
4,706
+206
| +5% | +$28.1K | 0.04% | 201 |
|
|
2019
Q1 | $610K | Buy |
4,500
+448
| +11% | +$60.7K | 0.04% | 194 |
|
|
2018
Q4 | $515K | Buy |
4,052
+584
| +17% | +$74.2K | 0.03% | 254 |
|
|
2018
Q3 | $529K | Buy |
3,468
+432
| +14% | +$65.9K | 0.03% | 225 |
|
|
2018
Q2 | $412K | Buy |
3,036
+1,224
| +68% | +$166K | 0.02% | 229 |
|
|
2018
Q1 | $267K | Buy |
1,812
+471
| +35% | +$69.4K | 0.01% | 275 |
|
|
2017
Q4 | $211K | Sell |
1,341
-372
| -22% | -$58.5K | 0.01% | 301 |
|
|
2017
Q3 | $214K | Buy |
+1,713
| New | +$214K | 0.01% | 280 |
|
|
2017
Q1 | – | Sell |
-3,028
| Closed | -$281K | – | 321 |
|
|
2016
Q4 | $281K | Buy |
3,028
+281
| +10% | +$26.1K | 0.02% | 261 |
|
|
2016
Q3 | $244K | Buy |
+2,747
| New | +$244K | 0.02% | 257 |
|
|
2015
Q2 | – | Sell |
-2,749
| Closed | -$220K | – | 249 |
|
|
2015
Q1 | $220K | Buy |
+2,749
| New | +$220K | 0.02% | 210 |
|
|
2014
Q3 | – | Sell |
-2,074
| Closed | -$225K | – | 244 |
|
|
2014
Q2 | $225K | Hold |
2,074
| – | – | 0.02% | 194 |
|
|
2014
Q1 | $206K | Sell |
2,074
-579
| -22% | -$57.5K | 0.03% | 172 |
|
|
2013
Q4 | $241K | Sell |
2,653
-81
| -3% | -$7.36K | 0.03% | 157 |
|
|
2013
Q3 | $228K | Sell |
2,734
-777
| -22% | -$64.8K | 0.04% | 147 |
|
|
2013
Q2 | $290K | Buy |
+3,511
| New | +$290K | 0.06% | 105 |
|