Fortem Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
2,049
-147
| -7% | -$57.1K | 0.26% | 85 |
|
|
2025
Q1 | $724K | Sell |
2,196
-339
| -13% | -$112K | 0.28% | 96 |
|
|
2024
Q4 | $920K | Hold |
2,535
| – | – | 0.36% | 78 |
|
|
2024
Q3 | $992K | Buy |
2,535
+115
| +5% | +$45K | 0.4% | 79 |
|
|
2024
Q2 | $806K | Sell |
2,420
-210
| -8% | -$70K | 0.35% | 88 |
|
|
2024
Q1 | $964K | Sell |
2,630
-451
| -15% | -$165K | 0.42% | 78 |
|
|
2023
Q4 | $911K | Hold |
3,081
| – | – | 0.45% | 74 |
|
|
2023
Q3 | $841K | Sell |
3,081
-2
| -0.1% | -$546 | 0.49% | 67 |
|
|
2023
Q2 | $758K | Buy |
3,083
+205
| +7% | +$50.4K | 0.45% | 75 |
|
|
2023
Q1 | $659K | Sell |
2,878
-397
| -12% | -$90.9K | 0.43% | 82 |
|
|
2022
Q4 | $785K | Buy |
3,275
+144
| +5% | +$34.5K | 0.46% | 73 |
|
|
2022
Q3 | $514K | Hold |
3,131
| – | – | 0.36% | 85 |
|
|
2022
Q2 | $560K | Sell |
3,131
-579
| -16% | -$104K | 0.37% | 88 |
|
|
2022
Q1 | $827K | Buy |
3,710
+340
| +10% | +$75.8K | 0.36% | 91 |
|
|
2021
Q4 | $697K | Sell |
3,370
-150
| -4% | -$31K | 0.32% | 102 |
|
|
2021
Q3 | $676K | Hold |
3,520
| – | – | 0.34% | 97 |
|
|
2021
Q2 | $766K | Buy |
3,520
+140
| +4% | +$30.5K | 0.39% | 87 |
|
|
2021
Q1 | $784K | Buy |
3,380
+215
| +7% | +$49.9K | 0.45% | 78 |
|
|
2020
Q4 | $576K | Buy |
+3,165
| New | +$576K | 0.35% | 87 |
|