Fortitude Advisory 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 | $273K | Buy |
703
+10
| +1% | +$3.88K | 0.16% | 150 |
|
|
2025
Q1 | $201K | Sell |
693
-48
| -6% | -$13.9K | 0.14% | 175 |
|
|
2024
Q4 | $269K | Buy |
741
+43
| +6% | +$15.6K | 0.16% | 138 |
|
|
2024
Q3 | $273K | Sell |
698
-125
| -15% | -$48.9K | 0.17% | 140 |
|
|
2024
Q2 | $274K | Sell |
823
-125
| -13% | -$41.7K | 0.16% | 132 |
|
|
2024
Q1 | $347K | Sell |
948
-18
| -2% | -$6.6K | 0.2% | 113 |
|
|
2023
Q4 | $286K | Hold |
966
| – | – | 0.17% | 141 |
|
|
2023
Q3 | $264K | Buy |
966
+36
| +4% | +$9.83K | 0.18% | 132 |
|
|
2023
Q2 | $229K | Sell |
930
-854
| -48% | -$210K | 0.17% | 162 |
|
|
2023
Q1 | $408K | Buy |
1,784
+30
| +2% | +$6.87K | 0.32% | 80 |
|
|
2022
Q4 | $420K | Buy |
1,754
+124
| +8% | +$29.7K | 0.36% | 74 |
|
|
2022
Q3 | $267K | Buy |
1,630
+173
| +12% | +$28.3K | 0.25% | 108 |
|
|
2022
Q2 | $260K | Sell |
1,457
-53
| -4% | -$9.46K | 0.24% | 125 |
|
|
2022
Q1 | $336K | Hold |
1,510
| – | – | 0.18% | 102 |
|
|
2021
Q4 | $312K | Buy |
+1,510
| New | +$312K | 0.16% | 120 |
|