API
Advisor Partners II’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.91M | Buy |
25,319
+2,071
| +9% | +$565K | 0.28% | 56 |
|
|
2023
Q2 | $5.72M | Buy |
23,248
+762
| +3% | +$187K | 0.27% | 62 |
|
|
2023
Q1 | $5.14M | Buy |
22,486
+415
| +2% | +$94.9K | 0.28% | 69 |
|
|
2022
Q4 | $5.29M | Buy |
22,071
+2,274
| +11% | +$545K | 0.33% | 58 |
|
|
2022
Q3 | $3.25M | Buy |
+19,797
| New | +$3.25M | 0.25% | 80 |
|