QFA
Quantum Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Hold |
1,550
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $511K | Hold |
1,550
| – | – | 0.08% | 93 |
|
|
2024
Q4 | $562K | Hold |
1,550
| – | – | 0.09% | 85 |
|
|
2024
Q3 | $606K | Sell |
1,550
-22
| -1% | -$8.61K | 0.09% | 86 |
|
|
2024
Q2 | $524K | Buy |
1,572
+20
| +1% | +$6.66K | 0.09% | 86 |
|
|
2024
Q1 | $569K | Hold |
1,552
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $459K | Hold |
1,552
| – | – | 0.11% | 54 |
|
|
2023
Q3 | $424K | Hold |
1,552
| – | – | 0.12% | 61 |
|
|
2023
Q2 | $382K | Hold |
1,552
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $355K | Hold |
1,552
| – | – | 0.11% | 55 |
|
|
2022
Q4 | $372K | Buy |
1,552
+9
| +0.6% | +$2.16K | 0.17% | 44 |
|
|
2022
Q3 | $253K | Buy |
1,543
+6
| +0.4% | +$984 | 0.11% | 59 |
|
|
2022
Q2 | $293K | Buy |
+1,537
| New | +$293K | 0.11% | 60 |
|