3IP
3Chopt Investment Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
1,970
-211
| -10% | -$81.9K | 0.18% | 105 |
|
|
2025
Q1 | $719K | Buy |
+2,181
| New | +$719K | 0.19% | 106 |
|
|
2024
Q3 | – | Sell |
-869
| Closed | -$289K | – | 87 |
|
|
2024
Q2 | $289K | Buy |
+869
| New | +$289K | 0.09% | 161 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$24K | – | 156 |
|
|
2022
Q4 | $24K | Buy |
+100
| New | +$24K | 0.01% | 235 |
|