FTIS
First Trust Investment Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.51M | Sell |
3,852
-1,297
| -25% | -$507K | 0.17% | 110 |
|
|
2024
Q2 | $1.72M | Buy |
5,149
+3,190
| +163% | +$1.06M | 0.24% | 101 |
|
|
2024
Q1 | $718K | Sell |
1,959
-68
| -3% | -$24.9K | 0.13% | 122 |
|
|
2023
Q4 | $599K | Buy |
+2,027
| New | +$599K | 0.12% | 126 |
|