FourThought Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
13,207
+6
| +0% | +$2.33K | 0.51% | 59 |
|
|
2025
Q1 | $4.35M | Sell |
13,201
-52
| -0.4% | -$17.2K | 0.46% | 64 |
|
|
2024
Q4 | $4.81M | Buy |
+13,253
| New | +$4.81M | 0.5% | 58 |
|
|
2024
Q2 | – | Sell |
-13,237
| Closed | -$4.85M | – | 209 |
|
|
2024
Q1 | $4.85M | Buy |
13,237
+17
| +0.1% | +$6.23K | 0.56% | 54 |
|
|
2023
Q4 | $3.91M | Buy |
13,220
+16
| +0.1% | +$4.73K | 0.49% | 58 |
|
|
2023
Q3 | $3.6M | Buy |
13,204
+107
| +0.8% | +$29.2K | 0.5% | 59 |
|
|
2023
Q2 | $3.22M | Buy |
13,097
+1
| +0% | +$246 | 0.42% | 66 |
|
|
2023
Q1 | $3M | Buy |
13,096
+1
| +0% | +$229 | 0.41% | 70 |
|
|
2022
Q4 | $3.14M | Buy |
+13,095
| New | +$3.14M | 0.45% | 62 |
|