FRA
Frank Rimerman Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
4,265
-1,064
| -20% | -$413K | 0.11% | 142 |
|
|
2025
Q1 | $1.76M | Buy |
5,329
+139
| +3% | +$45.8K | 0.14% | 117 |
|
|
2024
Q4 | $1.88M | Sell |
5,190
-6,293
| -55% | -$2.28M | 0.14% | 112 |
|
|
2024
Q3 | $4.49M | Buy |
11,483
+20
| +0.2% | +$7.82K | 0.32% | 47 |
|
|
2024
Q2 | $3.82M | Buy |
+11,463
| New | +$3.82M | 0.27% | 60 |
|