First Pacific Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
1,349
+41
| +3% | +$15.9K | 0.08% | 126 |
|
|
2025
Q1 | $431K | Sell |
1,308
-94
| -7% | -$31K | 0.09% | 109 |
|
|
2024
Q4 | $509K | Buy |
1,402
+788
| +128% | +$286K | 0.12% | 104 |
|
|
2024
Q3 | $240K | Buy |
614
+250
| +69% | +$97.8K | 0.06% | 122 |
|
|
2024
Q2 | $121K | Buy |
364
+212
| +139% | +$70.6K | 0.03% | 134 |
|
|
2024
Q1 | $55.7K | Buy |
152
+3
| +2% | +$1.1K | 0.02% | 173 |
|
|
2023
Q4 | $44.1K | Hold |
149
| – | – | 0.01% | 182 |
|
|
2023
Q3 | $40.7K | Hold |
149
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $36.7K | Buy |
+149
| New | +$36.7K | 0.02% | 163 |
|