Frazier 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 | $181K | Hold |
467
| – | – | 0.13% | 67 |
|
|
2025
Q1 | $154K | Hold |
467
| – | – | 0.12% | 64 |
|
|
2024
Q4 | $170K | Sell |
467
-10
| -2% | -$3.63K | 0.13% | 60 |
|
|
2024
Q3 | $187K | Sell |
477
-32
| -6% | -$12.5K | 0.15% | 55 |
|
|
2024
Q2 | $170K | Buy |
509
+14
| +3% | +$4.66K | 0.13% | 63 |
|
|
2024
Q1 | $181K | Buy |
495
+18
| +4% | +$6.6K | 0.15% | 62 |
|
|
2023
Q4 | $141K | Buy |
+477
| New | +$141K | 0.12% | 63 |
|