TFP
Tilia Fiduciary Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
673
| – | – | 0.16% | 104 |
|
|
2025
Q1 | $222K | Sell |
673
-38
| -5% | -$12.5K | 0.15% | 108 |
|
|
2024
Q4 | $258K | Hold |
711
| – | – | 0.18% | 97 |
|
|
2024
Q3 | $278K | Sell |
711
-10
| -1% | -$3.91K | 0.19% | 92 |
|
|
2024
Q2 | $240K | Sell |
721
-1
| -0.1% | -$333 | 0.19% | 92 |
|
|
2024
Q1 | $265K | Sell |
722
-4
| -0.6% | -$1.47K | 0.21% | 89 |
|
|
2023
Q4 | $215K | Sell |
726
-32
| -4% | -$9.47K | 0.2% | 95 |
|
|
2023
Q3 | $207K | Sell |
758
-31
| -4% | -$8.47K | 0.22% | 93 |
|
|
2023
Q2 | $194K | Sell |
789
-422
| -35% | -$104K | 0.17% | 95 |
|
|
2023
Q1 | $277K | Buy |
1,211
+386
| +47% | +$88.4K | 0.26% | 89 |
|
|
2022
Q4 | $198K | Sell |
825
-3
| -0.4% | -$719 | 0.19% | 96 |
|
|
2022
Q3 | $149K | Sell |
828
-46
| -5% | -$8.28K | 0.15% | 105 |
|
|
2022
Q2 | $152K | Sell |
874
-183
| -17% | -$31.8K | 0.15% | 110 |
|
|
2022
Q1 | $235K | Buy |
1,057
+101
| +11% | +$22.5K | 0.2% | 95 |
|
|
2021
Q4 | $198K | Buy |
+956
| New | +$198K | 0.16% | 103 |
|