Fortis Group Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Hold |
37
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $12.2K | Hold |
37
| – | – | ﹤0.01% | 289 |
|
|
2024
Q4 | $13.4K | Hold |
37
| – | – | ﹤0.01% | 285 |
|
|
2024
Q3 | $14.5K | Hold |
37
| – | – | ﹤0.01% | 272 |
|
|
2024
Q2 | $12.3K | Hold |
37
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $13.6K | Sell |
37
-37
| -50% | -$13.6K | ﹤0.01% | 292 |
|
|
2023
Q4 | $21.9K | Buy |
74
+37
| +100% | +$10.9K | 0.01% | 229 |
|
|
2023
Q3 | $10.1K | Buy |
+37
| New | +$10.1K | ﹤0.01% | 225 |
|
|
2020
Q3 | $21K | Buy |
+145
| New | +$21K | ﹤0.01% | 243 |
|