Founders Financial Securities’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 | $1.9M | Sell |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.34M | Buy |
|
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $965K | Sell |
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|
2023
Q2 | $943K | Buy |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $910K | Buy |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $552K | Buy |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $975K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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