FI
Fractal Investments’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Hold |
1,500
| – | – | 0.08% | 38 |
|
|
2025
Q1 | $495K | Hold |
1,500
| – | – | 0.07% | 40 |
|
|
2024
Q4 | $544K | Buy |
1,500
+800
| +114% | +$290K | 0.08% | 41 |
|
|
2024
Q3 | $274K | Hold |
700
| – | – | 0.05% | 69 |
|
|
2024
Q2 | $233K | Hold |
700
| – | – | 0.04% | 70 |
|
|
2024
Q1 | $257K | Buy |
+700
| New | +$257K | 0.05% | 61 |
|
|
2022
Q2 | – | Sell |
-2,581
| Closed | -$575K | – | 76 |
|
|
2022
Q1 | $575K | Sell |
2,581
-10
| -0.4% | -$2.23K | 0.17% | 48 |
|
|
2021
Q4 | $536K | Buy |
+2,591
| New | +$536K | 0.19% | 50 |
|