Focus Partners Advisor Solutions’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
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|
2025
Q1 | $4.3M | Buy |
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|
2024
Q4 | $4.22M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $522K | Sell |
|
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $336K | Buy |
|