TFA
Trinity Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Hold |
1,700
| – | – | 0.2% | 47 |
|
|
2025
Q1 | $520K | Hold |
1,700
| – | – | 0.19% | 46 |
|
|
2024
Q4 | $612K | Hold |
1,700
| – | – | 0.23% | 40 |
|
|
2024
Q3 | $604K | Hold |
1,700
| – | – | 0.27% | 37 |
|
|
2024
Q2 | $566K | Hold |
1,700
| – | – | 0.25% | 39 |
|
|
2024
Q1 | $623K | Hold |
1,700
| – | – | 0.28% | 33 |
|
|
2023
Q4 | $503K | Hold |
1,700
| – | – | 0.25% | 38 |
|
|
2023
Q3 | $464K | Hold |
1,700
| – | – | 0.25% | 39 |
|
|
2023
Q2 | $418K | Hold |
1,700
| – | – | 0.22% | 47 |
|
|
2023
Q1 | $389K | Hold |
1,700
| – | – | 0.24% | 45 |
|
|
2022
Q4 | $407K | Hold |
1,700
| – | – | 0.27% | 38 |
|
|
2022
Q3 | $279K | Buy |
+1,700
| New | +$279K | 0.2% | 52 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$379K | – | 29 |
|
|
2022
Q1 | $379K | Hold |
1,700
| – | – | 0.24% | 41 |
|
|
2021
Q4 | $351K | Hold |
1,700
| – | – | 0.21% | 42 |
|
|
2021
Q3 | $326K | Hold |
1,700
| – | – | 0.22% | 39 |
|
|
2021
Q2 | $370K | Hold |
1,700
| – | – | 0.26% | 34 |
|
|
2021
Q1 | $394K | Hold |
1,700
| – | – | 0.3% | 27 |
|
|
2020
Q4 | $309K | Buy |
+1,700
| New | +$309K | 0.28% | 41 |
|