Founders Financial Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
4,736
+24
| +0.5% | +$9.32K | 0.14% | 143 |
|
|
2025
Q1 | $1.45M | Buy |
4,712
+1,052
| +29% | +$323K | 0.12% | 157 |
|
|
2024
Q4 | $1.33M | Buy |
3,660
+64
| +2% | +$23.2K | 0.12% | 150 |
|
|
2024
Q3 | $1.41M | Sell |
3,596
-1,182
| -25% | -$462K | 0.13% | 141 |
|
|
2024
Q2 | $1.59M | Buy |
4,778
+1,109
| +30% | +$369K | 0.15% | 129 |
|
|
2024
Q1 | $1.34M | Buy |
3,669
+98
| +3% | +$35.9K | 0.14% | 130 |
|
|
2023
Q4 | $1.06M | Buy |
3,571
+37
| +1% | +$10.9K | 0.12% | 157 |
|
|
2023
Q3 | $965K | Sell |
3,534
-300
| -8% | -$81.9K | 0.13% | 138 |
|
|
2023
Q2 | $943K | Buy |
3,834
+41
| +1% | +$10.1K | 0.12% | 145 |
|
|
2023
Q1 | $868K | Sell |
3,793
-6
| -0.2% | -$1.37K | 0.13% | 150 |
|
|
2022
Q4 | $910K | Buy |
3,799
+102
| +3% | +$24.4K | 0.14% | 145 |
|
|
2022
Q3 | $607K | Buy |
3,697
+611
| +20% | +$100K | 0.11% | 160 |
|
|
2022
Q2 | $552K | Buy |
3,086
+396
| +15% | +$70.8K | 0.11% | 152 |
|
|
2022
Q1 | $599K | Sell |
2,690
-470
| -15% | -$105K | 0.11% | 158 |
|
|
2021
Q4 | $653K | Buy |
3,160
+360
| +13% | +$74.4K | 0.12% | 146 |
|
|
2021
Q3 | $538K | Buy |
2,800
+9
| +0.3% | +$1.73K | 0.11% | 160 |
|
|
2021
Q2 | $607K | Sell |
2,791
-3,962
| -59% | -$862K | 0.12% | 154 |
|
|
2021
Q1 | $1.57M | Buy |
6,753
+1,396
| +26% | +$324K | 0.36% | 52 |
|
|
2020
Q4 | $975K | Buy |
+5,357
| New | +$975K | 0.23% | 78 |
|
|
2020
Q3 | – | Sell |
-1,542
| Closed | -$201K | – | 171 |
|
|
2020
Q2 | $201K | Buy |
+1,542
| New | +$201K | 0.07% | 157 |
|