FORA Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,311
| Closed | -$4.47M | – | 514 |
|
|
2024
Q4 | $4.47M | Buy |
+12,311
| New | +$4.47M | 0.51% | 63 |
|
|
2024
Q3 | – | Sell |
-14,144
| Closed | -$4.71M | – | 454 |
|
|
2024
Q2 | $4.71M | Buy |
+14,144
| New | +$4.71M | 0.57% | 49 |
|
|
2023
Q1 | – | Sell |
-20,336
| Closed | -$4.87M | – | 539 |
|
|
2022
Q4 | $4.87M | Sell |
20,336
-11,668
| -36% | -$2.8M | 0.79% | 27 |
|
|
2022
Q3 | $5.25M | Buy |
+32,004
| New | +$5.25M | 1.01% | 17 |
|
|
2022
Q2 | – | Sell |
-5,219
| Closed | -$1.16M | – | 451 |
|
|
2022
Q1 | $1.16M | Buy |
+5,219
| New | +$1.16M | 0.21% | 137 |
|
|
2021
Q4 | – | Sell |
-3,937
| Closed | -$756K | – | 326 |
|
|
2021
Q3 | $756K | Buy |
+3,937
| New | +$756K | 0.19% | 147 |
|
|
2021
Q1 | – | Sell |
-13,381
| Closed | -$2.44M | – | 801 |
|
|
2020
Q4 | $2.44M | Buy |
+13,381
| New | +$2.44M | 0.37% | 54 |
|
|
2020
Q3 | – | Sell |
-2,333
| Closed | -$295K | – | 686 |
|
|
2020
Q2 | $295K | Buy |
+2,333
| New | +$295K | 0.1% | 260 |
|