FAM
Formidable Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
1,332
| – | – | 0.07% | 250 |
|
|
2025
Q1 | $439K | Hold |
1,332
| – | – | 0.07% | 248 |
|
|
2024
Q4 | $483K | Sell |
1,332
-4
| -0.3% | -$1.45K | 0.08% | 232 |
|
|
2024
Q3 | $523K | Sell |
1,336
-104
| -7% | -$40.7K | 0.08% | 219 |
|
|
2024
Q2 | $480K | Buy |
1,440
+120
| +9% | +$40K | 0.08% | 240 |
|
|
2024
Q1 | $484K | Buy |
+1,320
| New | +$484K | 0.08% | 230 |
|
|
2019
Q2 | – | Sell |
-1,894
| Closed | -$242K | – | 240 |
|
|
2019
Q1 | $242K | Buy |
+1,894
| New | +$242K | 0.1% | 151 |
|
|
2016
Q2 | – | Sell |
-201
| Closed | -$15K | – | 200 |
|
|
2016
Q1 | $15K | Hold |
201
| – | – | 0.01% | 301 |
|
|
2015
Q4 | $13K | Sell |
201
-114
| -36% | -$7.37K | 0.01% | 353 |
|
|
2015
Q3 | $20K | Hold |
315
| – | – | 0.01% | 305 |
|
|
2015
Q2 | $27K | Hold |
315
| – | – | 0.02% | 266 |
|
|
2015
Q1 | $28K | Hold |
315
| – | – | 0.02% | 256 |
|
|
2014
Q4 | $29K | Hold |
315
| – | – | 0.02% | 239 |
|
|
2014
Q3 | $32K | Hold |
315
| – | – | 0.02% | 224 |
|
|
2014
Q2 | $34K | Hold |
315
| – | – | 0.02% | 239 |
|
|
2014
Q1 | $33K | Hold |
315
| – | – | 0.02% | 222 |
|
|
2013
Q4 | $30K | Hold |
315
| – | – | 0.02% | 239 |
|
|
2013
Q3 | $26K | Buy |
+315
| New | +$26K | 0.02% | 217 |
|