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FSA Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
1,280
-310
| -19% | -$120K | 0.4% | 77 |
|
|
2025
Q1 | $524K | Buy |
1,590
+317
| +25% | +$105K | 0.42% | 83 |
|
|
2024
Q4 | $462K | Buy |
1,273
+8
| +0.6% | +$2.9K | 0.56% | 65 |
|
|
2024
Q3 | $439K | Buy |
1,265
+2
| +0.2% | +$694 | 0.44% | 70 |
|
|
2024
Q2 | $453K | Buy |
1,263
+3
| +0.2% | +$1.08K | 0.47% | 67 |
|
|
2024
Q1 | $462K | Buy |
1,260
+103
| +9% | +$37.7K | 0.49% | 64 |
|
|
2023
Q4 | $342K | Buy |
+1,157
| New | +$342K | 0.42% | 71 |
|