FC
Forte Capital’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
2,867
-159
| -5% | -$61.7K | 0.12% | 115 |
|
|
2025
Q1 | $998K | Buy |
3,026
+1,292
| +75% | +$426K | 0.12% | 114 |
|
|
2024
Q4 | $629K | Sell |
1,734
-10
| -0.6% | -$3.63K | 0.07% | 148 |
|
|
2024
Q3 | $682K | Buy |
1,744
+64
| +4% | +$25K | 0.08% | 147 |
|
|
2024
Q2 | $559K | Sell |
1,680
-1
| -0.1% | -$333 | 0.07% | 148 |
|
|
2024
Q1 | $616K | Buy |
1,681
+1
| +0.1% | +$366 | 0.08% | 140 |
|
|
2023
Q4 | $497K | Buy |
1,680
+276
| +20% | +$81.6K | 0.07% | 145 |
|
|
2023
Q3 | $383K | Sell |
1,404
-105
| -7% | -$28.7K | 0.06% | 154 |
|
|
2023
Q2 | $371K | Buy |
1,509
+1
| +0.1% | +$246 | 0.05% | 156 |
|
|
2023
Q1 | $345K | Buy |
1,508
+75
| +5% | +$17.2K | 0.05% | 159 |
|
|
2022
Q4 | $343K | Sell |
1,433
-11
| -0.8% | -$2.64K | 0.06% | 158 |
|
|
2022
Q3 | $237K | Hold |
1,444
| – | – | 0.04% | 171 |
|
|
2022
Q2 | $258K | Sell |
1,444
-475
| -25% | -$84.9K | 0.04% | 173 |
|
|
2022
Q1 | $397K | Hold |
1,919
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $397K | Sell |
1,919
-340
| -15% | -$70.3K | 0.05% | 163 |
|
|
2021
Q3 | $434K | Sell |
2,259
-4
| -0.2% | -$768 | 0.06% | 162 |
|
|
2021
Q2 | $492K | Buy |
2,263
+265
| +13% | +$57.6K | 0.07% | 152 |
|
|
2021
Q1 | $463K | Hold |
1,998
| – | – | 0.07% | 146 |
|
|
2020
Q4 | $364K | Buy |
1,998
+553
| +38% | +$101K | 0.06% | 158 |
|
|
2020
Q3 | $216K | Buy |
+1,445
| New | +$216K | 0.04% | 176 |
|
|
2018
Q1 | – | Sell |
-1,666
| Closed | -$262K | – | 96 |
|
|
2017
Q4 | $262K | Buy |
+1,666
| New | +$262K | 0.08% | 142 |
|