TFC Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Buy |
47
+13
| +38% | +$5.06K | ﹤0.01% | 344 |
|
|
2025
Q1 | $11.3K | Hold |
34
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $12.4K | Hold |
34
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $13.3K | Sell |
34
-4
| -11% | -$1.57K | ﹤0.01% | 348 |
|
|
2024
Q2 | $12.7K | Buy |
38
+4
| +12% | +$1.34K | ﹤0.01% | 329 |
|
|
2024
Q1 | $12.5K | Buy |
34
+3
| +10% | +$1.1K | ﹤0.01% | 320 |
|
|
2023
Q4 | $9.2K | Sell |
31
-4
| -11% | -$1.19K | ﹤0.01% | 336 |
|
|
2023
Q3 | $9.59K | Hold |
35
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $8.64K | Sell |
35
-102
| -74% | -$25.2K | ﹤0.01% | 344 |
|
|
2023
Q1 | $31.4K | Buy |
137
+113
| +471% | +$25.9K | 0.01% | 273 |
|
|
2022
Q4 | $5.78K | Hold |
24
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $5K | Hold |
24
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $6K | Hold |
24
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 346 |
|