APM
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Advanced Portfolio Management’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,411
Closed -$1.33M 51
2024
Q3
$1.33M Sell
3,411
-2,956
-46% -$1.16M 1.37% 25
2024
Q2
$2.12M Hold
6,367
1.4% 31
2024
Q1
$2.33M Buy
+6,367
New +$2.33M 4.41% 6