ARC
Advisor Resource Council’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,338
| Closed | -$755K | – | 227 |
|
|
2025
Q1 | $755K | Buy |
+2,338
| New | +$755K | 0.06% | 295 |
|
|
2024
Q1 | – | Sell |
-2,337
| Closed | -$691K | – | 268 |
|
|
2023
Q4 | $691K | Buy |
+2,337
| New | +$691K | 0.08% | 231 |
|
|
2022
Q3 | – | Sell |
-3,352
| Closed | -$600K | – | 196 |
|
|
2022
Q2 | $600K | Buy |
3,352
+2,231
| +199% | +$399K | 0.06% | 264 |
|
|
2022
Q1 | $250K | Sell |
1,121
-3,056
| -73% | -$682K | 0.08% | 169 |
|
|
2021
Q4 | $864K | Buy |
4,177
+2,999
| +255% | +$620K | 0.07% | 257 |
|
|
2021
Q3 | $226K | Sell |
1,178
-1,556
| -57% | -$299K | 0.07% | 195 |
|
|
2021
Q2 | $595K | Buy |
+2,734
| New | +$595K | 0.06% | 284 |
|