RFA
Rollins Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
5,219
-2,221
| -30% | -$862K | 0.32% | 41 |
|
|
2025
Q1 | $2.45M | Buy |
7,440
+242
| +3% | +$79.8K | 0.43% | 36 |
|
|
2024
Q4 | $2.61M | Buy |
7,198
+301
| +4% | +$109K | 0.41% | 37 |
|
|
2024
Q3 | $2.7M | Sell |
6,897
-138
| -2% | -$54K | 0.45% | 36 |
|
|
2024
Q2 | $2.34M | Buy |
7,035
+84
| +1% | +$28K | 0.4% | 34 |
|
|
2024
Q1 | $2.55M | Buy |
6,951
+556
| +9% | +$204K | 0.48% | 31 |
|
|
2023
Q4 | $1.89M | Buy |
+6,395
| New | +$1.89M | 0.39% | 32 |
|