Focus Partners Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
309,834
+18,822
| +6% | +$7.31M | 0.26% | 75 |
|
|
2025
Q1 | $96M | Buy |
291,012
+20,754
| +8% | +$6.84M | 0.24% | 88 |
|
|
2024
Q4 | $98M | Buy |
270,258
+29,431
| +12% | +$10.7M | 0.25% | 82 |
|
|
2024
Q3 | $94.2M | Sell |
240,827
-164,625
| -41% | -$64.4M | 0.3% | 71 |
|
|
2024
Q2 | $138M | Buy |
405,452
+386,176
| +2,003% | +$131M | 0.46% | 52 |
|
|
2024
Q1 | $7.06M | Buy |
19,276
+11,798
| +158% | +$4.32M | 0.06% | 257 |
|
|
2023
Q4 | $2.21M | Buy |
+7,478
| New | +$2.21M | 0.03% | 338 |
|