First Trust Direct Indexing’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7M | Buy |
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|
2024
Q2 | $5.61M | Buy |
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|
2024
Q1 | $5.58M | Buy |
|
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|
2023
Q4 | $3.98M | Buy |
|
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|
2023
Q3 | $3.15M | Buy |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $2.58M | Sell |
|
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $1.88M | Sell |
|
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $2.03M | Buy |
|
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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