Forum Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
7,401
+224
| +3% | +$87K | 0.04% | 92 |
|
|
2025
Q1 | $2.37M | Buy |
7,177
+129
| +2% | +$42.5K | 0.04% | 99 |
|
|
2024
Q4 | $2.56M | Buy |
7,048
+895
| +15% | +$325K | 0.04% | 93 |
|
|
2024
Q3 | $2.41M | Sell |
6,153
-57
| -0.9% | -$22.3K | 0.04% | 88 |
|
|
2024
Q2 | $2.07M | Buy |
6,210
+20
| +0.3% | +$6.66K | 0.04% | 96 |
|
|
2024
Q1 | $2.27M | Sell |
6,190
-70
| -1% | -$25.7K | 0.04% | 98 |
|
|
2023
Q4 | $1.85M | Sell |
6,260
-328
| -5% | -$97K | 0.03% | 96 |
|
|
2023
Q3 | $1.8M | Buy |
6,588
+1,559
| +31% | +$426K | 0.04% | 95 |
|
|
2023
Q2 | $1.24M | Buy |
5,029
+696
| +16% | +$171K | 0.03% | 133 |
|
|
2023
Q1 | $992K | Sell |
4,333
-103
| -2% | -$23.6K | 0.03% | 144 |
|
|
2022
Q4 | $1.06M | Sell |
4,436
-5
| -0.1% | -$1.2K | 0.04% | 128 |
|
|
2022
Q3 | $729K | Sell |
4,441
-591
| -12% | -$97K | 0.04% | 154 |
|
|
2022
Q2 | $900K | Buy |
5,032
+209
| +4% | +$37.4K | 0.05% | 133 |
|
|
2022
Q1 | $1.07M | Sell |
4,823
-108
| -2% | -$24.1K | 0.05% | 117 |
|
|
2021
Q4 | $1.02M | Buy |
+4,931
| New | +$1.02M | 0.05% | 126 |
|