Fort Point Capital Partners’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 | $2.44M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $847K | Sell |
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|
2021
Q1 | $918K | Sell |
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|
2020
Q4 | $773K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $902K | Buy |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $642K | Buy |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $607K | Sell |
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|
2019
Q1 | $619K | Sell |
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|
2018
Q4 | $648K | Sell |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $984K | Sell |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $810K | Buy |
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