FOA
Five Oceans Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
1,200
+2
| +0.2% | +$776 | 0.2% | 69 |
|
|
2025
Q1 | $395K | Buy |
1,198
+5
| +0.4% | +$1.65K | 0.19% | 71 |
|
|
2024
Q4 | $433K | Buy |
1,193
+10
| +0.8% | +$3.63K | 0.2% | 66 |
|
|
2024
Q3 | $463K | Buy |
1,183
+7
| +0.6% | +$2.74K | 0.22% | 67 |
|
|
2024
Q2 | $392K | Sell |
1,176
-16
| -1% | -$5.33K | 0.21% | 80 |
|
|
2024
Q1 | $437K | Hold |
1,192
| – | – | 0.22% | 71 |
|
|
2023
Q4 | $352K | Sell |
1,192
-2
| -0.2% | -$591 | 0.2% | 89 |
|
|
2023
Q3 | $326K | Buy |
1,194
+9
| +0.8% | +$2.46K | 0.21% | 90 |
|
|
2023
Q2 | $292K | Buy |
1,185
+26
| +2% | +$6.4K | 0.19% | 99 |
|
|
2023
Q1 | $265K | Buy |
1,159
+60
| +5% | +$13.7K | 0.17% | 107 |
|
|
2022
Q4 | $263K | Buy |
+1,099
| New | +$263K | 0.18% | 110 |
|