Foster 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 | $443K | Sell |
1,142
-176
| -13% | -$68.3K | 0.02% | 147 |
|
|
2025
Q1 | $435K | Buy |
1,318
+37
| +3% | +$12.2K | 0.02% | 136 |
|
|
2024
Q4 | $465K | Buy |
1,281
+217
| +20% | +$78.7K | 0.02% | 125 |
|
|
2024
Q3 | $416K | Buy |
1,064
+80
| +8% | +$31.3K | 0.02% | 136 |
|
|
2024
Q2 | $328K | Buy |
984
+13
| +1% | +$4.33K | 0.01% | 156 |
|
|
2024
Q1 | $356K | Buy |
971
+14
| +1% | +$5.13K | 0.02% | 145 |
|
|
2023
Q4 | $261K | Hold |
957
| – | – | 0.02% | 141 |
|
|
2023
Q3 | $261K | Sell |
957
-14
| -1% | -$3.82K | 0.02% | 141 |
|
|
2023
Q2 | $239K | Buy |
971
+55
| +6% | +$13.5K | 0.01% | 155 |
|
|
2023
Q1 | $210K | Sell |
916
-166
| -15% | -$38K | 0.01% | 153 |
|
|
2022
Q4 | $259K | Buy |
+1,082
| New | +$259K | 0.02% | 130 |
|