KMG Fiduciary Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
9,115
+231
| +3% | +$89.7K | 0.26% | 92 |
|
|
2025
Q1 | $2.93M | Buy |
8,884
+4,794
| +117% | +$1.58M | 0.24% | 96 |
|
|
2024
Q4 | $1.48M | Sell |
4,090
-6,322
| -61% | -$2.29M | 0.12% | 152 |
|
|
2024
Q3 | $4.07M | Buy |
10,412
+236
| +2% | +$92.3K | 0.35% | 72 |
|
|
2024
Q2 | $3.39M | Buy |
10,176
+157
| +2% | +$52.3K | 0.33% | 72 |
|
|
2024
Q1 | $3.67M | Sell |
10,019
-8,295
| -45% | -$3.04M | 0.38% | 64 |
|
|
2023
Q4 | $5.41M | Buy |
18,314
+3
| +0% | +$887 | 0.63% | 41 |
|
|
2023
Q3 | $5M | Buy |
18,311
+396
| +2% | +$108K | 0.66% | 38 |
|
|
2023
Q2 | $4.41M | Buy |
17,915
+1,766
| +11% | +$435K | 0.57% | 47 |
|
|
2023
Q1 | $3.7M | Buy |
16,149
+648
| +4% | +$148K | 0.53% | 51 |
|
|
2022
Q4 | $3.71M | Buy |
15,501
+882
| +6% | +$211K | 0.61% | 50 |
|
|
2022
Q3 | $2.4M | Buy |
14,619
+561
| +4% | +$92.1K | 0.46% | 61 |
|
|
2022
Q2 | $2.51M | Buy |
14,058
+649
| +5% | +$116K | 0.47% | 55 |
|
|
2022
Q1 | $2.99M | Buy |
13,409
+2,917
| +28% | +$650K | 0.48% | 52 |
|
|
2021
Q4 | $2.17M | Buy |
10,492
+8,255
| +369% | +$1.71M | 0.34% | 76 |
|
|
2021
Q3 | $429K | Buy |
2,237
+445
| +25% | +$85.3K | 0.07% | 143 |
|
|
2021
Q2 | $390K | Buy |
1,792
+225
| +14% | +$49K | 0.07% | 148 |
|
|
2021
Q1 | $363K | Buy |
+1,567
| New | +$363K | 0.07% | 139 |
|