FWM
FSA Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
350
| – | – | 0.05% | 74 |
|
|
2025
Q1 | $116K | Hold |
350
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $127K | Sell |
350
-139
| -28% | -$50.5K | 0.05% | 72 |
|
|
2024
Q3 | $191K | Buy |
+489
| New | +$191K | 0.08% | 60 |
|
|
2024
Q1 | $128K | Hold |
349
| – | – | 0.06% | 75 |
|
|
2023
Q4 | $103K | Buy |
+349
| New | +$103K | 0.05% | 80 |
|
|
2021
Q1 | – | Sell |
-267
| Closed | -$49K | – | 82 |
|
|
2020
Q4 | $49K | Buy |
+267
| New | +$49K | 0.02% | 128 |
|
|
2020
Q3 | – | Sell |
-267
| Closed | -$34K | – | 109 |
|
|
2020
Q2 | $34K | Hold |
267
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $31K | Hold |
267
| – | – | 0.03% | 136 |
|
|
2019
Q4 | $39K | Buy |
+267
| New | +$39K | 0.03% | 153 |
|