TA
TFB Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
1,607
+98
| +6% | +$38K | 0.16% | 145 |
|
|
2025
Q1 | $498K | Buy |
1,509
+2
| +0.1% | +$660 | 0.14% | 168 |
|
|
2024
Q4 | $547K | Sell |
1,507
-39
| -3% | -$14.1K | 0.16% | 152 |
|
|
2024
Q3 | $605K | Sell |
1,546
-2
| -0.1% | -$782 | 0.18% | 123 |
|
|
2024
Q2 | $516K | Buy |
1,548
+92
| +6% | +$30.6K | 0.17% | 135 |
|
|
2024
Q1 | $482K | Buy |
1,456
+456
| +46% | +$151K | 0.17% | 131 |
|
|
2023
Q4 | $296K | Buy |
+1,000
| New | +$296K | 0.15% | 128 |
|
|
2023
Q3 | – | Sell |
-1,357
| Closed | -$334K | – | 126 |
|
|
2023
Q2 | $334K | Buy |
+1,357
| New | +$334K | 0.15% | 163 |
|