VFP
Verus Financial Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
914
| – | – | 0.04% | 77 |
|
|
2025
Q1 | $268K | Hold |
914
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $321K | Hold |
914
| – | – | 0.04% | 75 |
|
|
2024
Q3 | $359K | Hold |
914
| – | – | 0.04% | 71 |
|
|
2024
Q2 | $305K | Hold |
914
| – | – | 0.04% | 74 |
|
|
2024
Q1 | $335K | Hold |
914
| – | – | 0.04% | 73 |
|
|
2023
Q4 | $274K | Hold |
914
| – | – | 0.03% | 85 |
|
|
2023
Q3 | $245K | Buy |
914
+120
| +15% | +$32.2K | 0.03% | 90 |
|
|
2023
Q2 | $208K | Buy |
+794
| New | +$208K | 0.03% | 102 |
|
|
2023
Q1 | – | Sell |
-884
| Closed | -$223K | – | 103 |
|
|
2022
Q4 | $223K | Buy |
+884
| New | +$223K | 0.03% | 93 |
|
|
2020
Q4 | – | Sell |
-3,487
| Closed | -$520K | – | 105 |
|
|
2020
Q3 | $520K | Buy |
+3,487
| New | +$520K | 0.19% | 88 |
|