AA
Addison Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
2,391
+192
| +9% | +$74.5K | 0.23% | 77 |
|
|
2025
Q1 | $725K | Buy |
2,199
+16
| +0.7% | +$5.28K | 0.2% | 80 |
|
|
2024
Q4 | $792K | Sell |
2,183
-5
| -0.2% | -$1.81K | 0.22% | 78 |
|
|
2024
Q3 | $856K | Buy |
2,188
+37
| +2% | +$14.5K | 0.24% | 76 |
|
|
2024
Q2 | $716K | Buy |
2,151
+37
| +2% | +$12.3K | 0.23% | 79 |
|
|
2024
Q1 | $775K | Buy |
2,114
+62
| +3% | +$22.7K | 0.27% | 71 |
|
|
2023
Q4 | $607K | Buy |
2,052
+457
| +29% | +$135K | 0.24% | 78 |
|
|
2023
Q3 | $435K | Buy |
1,595
+57
| +4% | +$15.6K | 0.2% | 86 |
|
|
2023
Q2 | $378K | Sell |
1,538
-25
| -2% | -$6.15K | 0.19% | 102 |
|
|
2023
Q1 | $358K | Sell |
1,563
-95
| -6% | -$21.7K | 0.2% | 96 |
|
|
2022
Q4 | $397K | Buy |
1,658
+43
| +3% | +$10.3K | 0.24% | 85 |
|
|
2022
Q3 | $265K | Buy |
1,615
+35
| +2% | +$5.74K | 0.16% | 100 |
|
|
2022
Q2 | $282K | Buy |
1,580
+18
| +1% | +$3.21K | 0.17% | 97 |
|
|
2022
Q1 | $348K | Buy |
1,562
+95
| +6% | +$21.2K | 0.19% | 97 |
|
|
2021
Q4 | $303K | Buy |
1,467
+663
| +82% | +$137K | 0.19% | 87 |
|
|
2021
Q3 | $154K | Buy |
804
+6
| +0.8% | +$1.15K | 0.12% | 98 |
|
|
2021
Q2 | $174K | Buy |
+798
| New | +$174K | 0.14% | 87 |
|
|
2020
Q4 | $145K | Buy |
+798
| New | +$145K | 0.14% | 100 |
|