KCFA
Key Client Fiduciary Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
912
-33
| -3% | -$12.8K | 0.14% | 138 |
|
|
2025
Q1 | $312K | Buy |
945
+6
| +0.6% | +$1.98K | 0.14% | 144 |
|
|
2024
Q4 | $341K | Buy |
939
+43
| +5% | +$15.6K | 0.15% | 134 |
|
|
2024
Q3 | $350K | Buy |
896
+172
| +24% | +$67.3K | 0.16% | 133 |
|
|
2024
Q2 | $241K | Buy |
724
+37
| +5% | +$12.3K | 0.12% | 155 |
|
|
2024
Q1 | $252K | Sell |
687
-11
| -2% | -$4.03K | 0.13% | 147 |
|
|
2023
Q4 | $206K | Buy |
+698
| New | +$206K | 0.12% | 162 |
|