Founders Financial Alliance’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,248
-17
| -0.5% | -$6.6K | 0.29% | 88 |
|
|
2025
Q1 | $1.08M | Buy |
3,265
+263
| +9% | +$86.7K | 0.26% | 89 |
|
|
2024
Q4 | $1.09M | Sell |
3,002
-34
| -1% | -$12.3K | 0.3% | 75 |
|
|
2024
Q3 | $1.19M | Sell |
3,036
-252
| -8% | -$98.6K | 0.33% | 72 |
|
|
2024
Q2 | $1.1M | Sell |
3,288
-111
| -3% | -$37K | 0.32% | 73 |
|
|
2024
Q1 | $1.25M | Buy |
3,399
+1,407
| +71% | +$516K | 0.37% | 65 |
|
|
2023
Q4 | $589K | Sell |
1,992
-381
| -16% | -$113K | 0.23% | 96 |
|
|
2023
Q3 | $648K | Sell |
2,373
-917
| -28% | -$250K | 0.28% | 81 |
|
|
2023
Q2 | $810K | Buy |
3,290
+853
| +35% | +$210K | 0.32% | 74 |
|
|
2023
Q1 | $556K | Sell |
2,437
-835
| -26% | -$191K | 0.28% | 85 |
|
|
2022
Q4 | $784K | Buy |
3,272
+88
| +3% | +$21.1K | 0.36% | 68 |
|
|
2022
Q3 | $522K | Sell |
3,184
-2,569
| -45% | -$421K | 0.27% | 88 |
|
|
2022
Q2 | $1.03M | Buy |
5,753
+2,622
| +84% | +$469K | 0.52% | 43 |
|
|
2022
Q1 | $698K | Buy |
3,131
+22
| +0.7% | +$4.91K | 0.31% | 75 |
|
|
2021
Q4 | $643K | Sell |
3,109
-23
| -0.7% | -$4.76K | 0.26% | 89 |
|
|
2021
Q3 | $601K | Buy |
3,132
+32
| +1% | +$6.14K | 0.28% | 84 |
|
|
2021
Q2 | $676K | Sell |
3,100
-180
| -5% | -$39.3K | 0.31% | 78 |
|
|
2021
Q1 | $784K | Buy |
3,280
+311
| +10% | +$74.3K | 0.39% | 65 |
|
|
2020
Q4 | $539K | Sell |
2,969
-26
| -0.9% | -$4.72K | 0.3% | 76 |
|
|
2020
Q3 | $459K | Buy |
+2,995
| New | +$459K | 0.27% | 77 |
|