FWG Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,608
+59
| +2% | +$25.6K | 0.53% | 34 |
|
|
2025
Q1 | $783K | Sell |
2,549
-106
| -4% | -$32.6K | 0.39% | 45 |
|
|
2024
Q4 | $960K | Buy |
2,655
+219
| +9% | +$79.2K | 0.46% | 36 |
|
|
2024
Q3 | $952K | Sell |
2,436
-205
| -8% | -$80.1K | 0.47% | 33 |
|
|
2024
Q2 | $909K | Buy |
2,641
+333
| +14% | +$115K | 0.46% | 36 |
|
|
2024
Q1 | $812K | Buy |
2,308
+317
| +16% | +$112K | 0.44% | 38 |
|
|
2023
Q4 | $582K | Buy |
1,991
+1,214
| +156% | +$355K | 0.35% | 44 |
|
|
2023
Q3 | $209K | Buy |
+777
| New | +$209K | 0.14% | 92 |
|
|
2021
Q3 | – | Sell |
-920
| Closed | -$200K | – | 87 |
|
|
2021
Q2 | $200K | Buy |
+920
| New | +$200K | 0.18% | 87 |
|