FSB Premier Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
1,193
+25
| +2% | +$9.71K | 0.17% | 135 |
|
|
2025
Q1 | $385K | Buy |
1,168
+124
| +12% | +$40.9K | 0.15% | 142 |
|
|
2024
Q4 | $379K | Sell |
1,044
-100
| -9% | -$36.3K | 0.15% | 142 |
|
|
2024
Q3 | $448K | Buy |
1,144
+2
| +0.2% | +$783 | 0.18% | 125 |
|
|
2024
Q2 | $381K | Hold |
1,142
| – | – | 0.17% | 126 |
|
|
2024
Q1 | $419K | Buy |
1,142
+199
| +21% | +$72.9K | 0.19% | 103 |
|
|
2023
Q4 | $279K | Sell |
943
-200
| -17% | -$59.2K | 0.14% | 135 |
|
|
2023
Q3 | $312K | Hold |
1,143
| – | – | 0.17% | 110 |
|
|
2023
Q2 | $281K | Sell |
1,143
-39
| -3% | -$9.6K | 0.15% | 120 |
|
|
2023
Q1 | $271K | Sell |
1,182
-628
| -35% | -$144K | 0.15% | 117 |
|
|
2022
Q4 | $434K | Sell |
1,810
-131
| -7% | -$31.4K | 0.24% | 85 |
|
|
2022
Q3 | $318K | Buy |
1,941
+1
| +0.1% | +$164 | 0.19% | 106 |
|
|
2022
Q2 | $346K | Sell |
1,940
-52
| -3% | -$9.27K | 0.19% | 98 |
|
|
2022
Q1 | $423K | Buy |
1,992
+141
| +8% | +$29.9K | 0.21% | 92 |
|
|
2021
Q4 | $382K | Buy |
1,851
+89
| +5% | +$18.4K | 0.16% | 97 |
|
|
2021
Q3 | $338K | Sell |
1,762
-650
| -27% | -$125K | 0.17% | 85 |
|
|
2021
Q2 | $524K | Buy |
2,412
+283
| +13% | +$61.5K | 0.27% | 64 |
|
|
2021
Q1 | $493K | Sell |
2,129
-20
| -0.9% | -$4.63K | 0.27% | 67 |
|
|
2020
Q4 | $391K | Buy |
+2,149
| New | +$391K | 0.21% | 75 |
|