Foundations Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.67M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $518K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | $307K | Hold |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $240K | Buy |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $252K | Buy |
|