FPAS
Focus Partners Advisor Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
9,658
-3,378
| -26% | -$1.31M | 0.05% | 173 |
|
|
2025
Q1 | $4.3M | Buy |
13,036
+1,413
| +12% | +$466K | 0.07% | 149 |
|
|
2024
Q4 | $4.22M | Buy |
11,623
+3,544
| +44% | +$1.29M | 0.07% | 140 |
|
|
2024
Q3 | $3.16M | Buy |
8,079
+1,209
| +18% | +$473K | 0.07% | 138 |
|
|
2024
Q2 | $2.29M | Sell |
6,870
-4,548
| -40% | -$1.52M | 0.06% | 159 |
|
|
2024
Q1 | $4.18M | Buy |
11,418
+8,688
| +318% | +$3.18M | 0.12% | 96 |
|
|
2023
Q4 | $807K | Sell |
2,730
-2,447
| -47% | -$724K | 0.04% | 188 |
|
|
2023
Q3 | $1.41M | Buy |
5,177
+2,217
| +75% | +$605K | 0.07% | 139 |
|
|
2023
Q2 | $728K | Buy |
2,960
+678
| +30% | +$167K | 0.04% | 167 |
|
|
2023
Q1 | $522K | Sell |
2,282
-5,848
| -72% | -$1.34M | 0.03% | 196 |
|
|
2022
Q4 | $1.95M | Buy |
8,130
+5,711
| +236% | +$1.37M | 0.15% | 78 |
|
|
2022
Q3 | $397K | Buy |
2,419
+284
| +13% | +$46.6K | 0.02% | 253 |
|
|
2022
Q2 | $382K | Buy |
2,135
+631
| +42% | +$113K | 0.03% | 224 |
|
|
2022
Q1 | $336K | Buy |
+1,504
| New | +$336K | 0.03% | 219 |
|