AG
Advocate Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
17,518
+329
| +2% | +$128K | 1.22% | 39 |
|
|
2025
Q1 | $5.67M | Sell |
17,189
-253
| -1% | -$83.4K | 1.03% | 42 |
|
|
2024
Q4 | $6.33M | Sell |
17,442
-478
| -3% | -$173K | 1.19% | 37 |
|
|
2024
Q3 | $7.01M | Buy |
17,920
+327
| +2% | +$128K | 1.27% | 35 |
|
|
2024
Q2 | $5.86M | Buy |
17,593
+74
| +0.4% | +$24.6K | 1.18% | 36 |
|
|
2024
Q1 | $6.42M | Sell |
17,519
-130
| -0.7% | -$47.6K | 1.28% | 33 |
|
|
2023
Q4 | $5.22M | Sell |
17,649
-849
| -5% | -$251K | 1.12% | 39 |
|
|
2023
Q3 | $5.05M | Buy |
18,498
+567
| +3% | +$155K | 1.17% | 35 |
|
|
2023
Q2 | $4.41M | Buy |
17,931
+1,878
| +12% | +$462K | 0.97% | 46 |
|
|
2023
Q1 | $3.67M | Buy |
16,053
+940
| +6% | +$215K | 0.8% | 51 |
|
|
2022
Q4 | $3.62M | Sell |
15,113
-1,520
| -9% | -$364K | 0.78% | 53 |
|
|
2022
Q3 | $2.73M | Sell |
16,633
-380
| -2% | -$62.3K | 0.67% | 55 |
|
|
2022
Q2 | $3.04M | Buy |
+17,013
| New | +$3.04M | 0.71% | 52 |
|