AO
Advisor OS’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
4,264
+930
| +28% | +$361K | 0.16% | 92 |
|
|
2025
Q1 | $1.1M | Sell |
3,334
-628
| -16% | -$207K | 0.13% | 114 |
|
|
2024
Q4 | $1.44M | Buy |
3,962
+494
| +14% | +$179K | 0.17% | 88 |
|
|
2024
Q3 | $1.36M | Buy |
3,468
+107
| +3% | +$41.8K | 0.14% | 119 |
|
|
2024
Q2 | $1.12M | Sell |
3,361
-154
| -4% | -$51.3K | 0.12% | 145 |
|
|
2024
Q1 | $1.29M | Buy |
3,515
+1,349
| +62% | +$494K | 0.15% | 126 |
|
|
2023
Q4 | $641K | Buy |
2,166
+842
| +64% | +$249K | 0.08% | 181 |
|
|
2023
Q3 | $361K | Buy |
1,324
+183
| +16% | +$50K | 0.05% | 214 |
|
|
2023
Q2 | $281K | Buy |
1,141
+155
| +16% | +$38.2K | 0.05% | 240 |
|
|
2023
Q1 | $226K | Buy |
+986
| New | +$226K | 0.05% | 222 |
|
|
2021
Q4 | – | Sell |
-1,209
| Closed | -$232K | – | 241 |
|
|
2021
Q3 | $232K | Hold |
1,209
| – | – | 0.05% | 211 |
|
|
2021
Q2 | $263K | Buy |
1,209
+1
| +0.1% | +$218 | 0.05% | 201 |
|
|
2021
Q1 | $280K | Buy |
+1,208
| New | +$280K | 0.06% | 163 |
|