Fortitude Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.2K | Sell |
168
-646
| -79% | -$251K | 0.02% | 210 |
|
|
2025
Q1 | $268K | Sell |
814
-660
| -45% | -$218K | 0.1% | 100 |
|
|
2024
Q4 | $535K | Buy |
1,474
+51
| +4% | +$18.5K | 0.19% | 72 |
|
|
2024
Q3 | $557K | Buy |
1,423
+1,290
| +970% | +$505K | 0.22% | 60 |
|
|
2024
Q2 | $44.3K | Hold |
133
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $48.7K | Hold |
133
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $39.3K | Buy |
+133
| New | +$39.3K | 0.03% | 204 |
|