Fragasso Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
989
+84
| +9% | +$32.6K | 0.03% | 207 |
|
|
2025
Q1 | $298K | Buy |
905
+6
| +0.7% | +$1.98K | 0.02% | 216 |
|
|
2024
Q4 | $326K | Buy |
899
+13
| +1% | +$4.72K | 0.02% | 197 |
|
|
2024
Q3 | $347K | Buy |
886
+50
| +6% | +$19.6K | 0.03% | 193 |
|
|
2024
Q2 | $278K | Buy |
836
+95
| +13% | +$31.6K | 0.02% | 218 |
|
|
2024
Q1 | $271K | Buy |
741
+35
| +5% | +$12.8K | 0.02% | 220 |
|
|
2023
Q4 | $209K | Buy |
+706
| New | +$209K | 0.02% | 241 |
|