Founders Financial Alliance’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.52M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $676K | Sell |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $539K | Sell |
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|
2020
Q3 | $459K | Buy |
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