FLC Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.91M | Sell |
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|
2025
Q2 | $2.38M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.85M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.3M | Hold |
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|
2023
Q1 | $2.14M | Hold |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $1.67M | Hold |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $873K | Buy |
|