Fortem Financial Group’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 | $795K | Sell |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $920K | Hold |
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|
2024
Q3 | $992K | Buy |
|
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $964K | Sell |
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|
2023
Q4 | $911K | Hold |
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|
2023
Q3 | $841K | Sell |
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|
2023
Q2 | $758K | Buy |
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|
2023
Q1 | $659K | Sell |
|
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|
2022
Q4 | $785K | Buy |
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|
2022
Q3 | $514K | Hold |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $697K | Sell |
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|
2021
Q3 | $676K | Hold |
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|
2021
Q2 | $766K | Buy |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $576K | Buy |
|