Foundations Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
8,253
-591
| -7% | -$229K | 0.05% | 250 |
|
|
2025
Q1 | $2.92M | Buy |
8,844
+1,157
| +15% | +$382K | 0.05% | 251 |
|
|
2024
Q4 | $2.79M | Buy |
7,687
+856
| +13% | +$311K | 0.05% | 242 |
|
|
2024
Q3 | $2.67M | Buy |
6,831
+556
| +9% | +$217K | 0.06% | 233 |
|
|
2024
Q2 | $2.09M | Sell |
6,275
-1,259
| -17% | -$419K | 0.05% | 229 |
|
|
2024
Q1 | $2.76M | Buy |
7,534
+1,376
| +22% | +$504K | 0.07% | 206 |
|
|
2023
Q4 | $1.89M | Buy |
6,158
+66
| +1% | +$20.3K | 0.05% | 235 |
|
|
2023
Q3 | $1.66M | Buy |
6,092
+939
| +18% | +$256K | 0.05% | 235 |
|
|
2023
Q2 | $1.27M | Buy |
5,153
+432
| +9% | +$106K | 0.04% | 237 |
|
|
2023
Q1 | $1.08M | Buy |
4,721
+1,040
| +28% | +$238K | 0.04% | 227 |
|
|
2022
Q4 | $882K | Buy |
3,681
+899
| +32% | +$215K | 0.04% | 213 |
|
|
2022
Q3 | $456K | Sell |
2,782
-144
| -5% | -$23.6K | 0.02% | 266 |
|
|
2022
Q2 | $504K | Buy |
2,926
+640
| +28% | +$110K | 0.02% | 227 |
|
|
2022
Q1 | $521K | Sell |
2,286
-41
| -2% | -$9.34K | 0.02% | 187 |
|
|
2021
Q4 | $518K | Sell |
2,327
-99
| -4% | -$22K | 0.02% | 202 |
|
|
2021
Q3 | $467K | Buy |
2,426
+351
| +17% | +$67.6K | 0.02% | 191 |
|
|
2021
Q2 | $451K | Sell |
2,075
-16
| -0.8% | -$3.48K | 0.02% | 175 |
|
|
2021
Q1 | $482K | Sell |
2,091
-166
| -7% | -$38.3K | 0.03% | 139 |
|
|
2020
Q4 | $438K | Buy |
2,257
+212
| +10% | +$41.1K | 0.03% | 123 |
|
|
2020
Q3 | $307K | Hold |
2,045
| – | – | 0.07% | 134 |
|
|
2020
Q2 | $261K | Sell |
2,045
-34
| -2% | -$4.34K | 0.02% | 145 |
|
|
2020
Q1 | $231K | Buy |
2,079
+203
| +11% | +$22.6K | 0.03% | 103 |
|
|
2019
Q4 | $278K | Sell |
1,876
-122
| -6% | -$18.1K | 0.03% | 110 |
|
|
2019
Q3 | $240K | Buy |
1,998
+115
| +6% | +$13.8K | 0.03% | 115 |
|
|
2019
Q2 | $255K | Buy |
1,883
+155
| +9% | +$21K | 0.04% | 105 |
|
|
2019
Q1 | $234K | Hold |
1,728
| – | – | 0.04% | 84 |
|
|
2018
Q4 | $228K | Buy |
1,728
+73
| +4% | +$9.63K | 0.05% | 91 |
|
|
2018
Q3 | $252K | Buy |
+1,655
| New | +$252K | 0.06% | 87 |
|