FSA
Fort Sheridan Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
3,721
| – | – | 0.21% | 81 |
|
|
2025
Q1 | $1.23M | Sell |
3,721
-165
| -4% | -$54.4K | 0.19% | 79 |
|
|
2024
Q4 | $1.41M | Sell |
3,886
-200
| -5% | -$72.6K | 0.21% | 81 |
|
|
2024
Q3 | $1.6M | Sell |
4,086
-100
| -2% | -$39.1K | 0.24% | 75 |
|
|
2024
Q2 | $1.39M | Buy |
4,186
+1,332
| +47% | +$444K | 0.23% | 76 |
|
|
2024
Q1 | $1.05M | Buy |
2,854
+124
| +5% | +$45.4K | 0.2% | 83 |
|
|
2023
Q4 | $807K | Hold |
2,730
| – | – | 0.16% | 94 |
|
|
2023
Q3 | $745K | Buy |
2,730
+375
| +16% | +$102K | 0.17% | 95 |
|
|
2023
Q2 | $579K | Buy |
2,355
+310
| +15% | +$76.3K | 0.13% | 106 |
|
|
2023
Q1 | $468K | Hold |
2,045
| – | – | 0.12% | 117 |
|
|
2022
Q4 | $490K | Sell |
2,045
-300
| -13% | -$71.9K | 0.16% | 107 |
|
|
2022
Q3 | $385K | Hold |
2,345
| – | – | 0.13% | 116 |
|
|
2022
Q2 | $419K | Hold |
2,345
| – | – | 0.14% | 111 |
|
|
2022
Q1 | $523K | Buy |
2,345
+270
| +13% | +$60.2K | 0.15% | 102 |
|
|
2021
Q4 | $429K | Buy |
2,075
+30
| +1% | +$6.2K | 0.12% | 119 |
|
|
2021
Q3 | $393K | Buy |
+2,045
| New | +$393K | 0.13% | 118 |
|