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Ariose Capital Management’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-54,000
Closed -$12.4M 14
2023
Q1
$12.4M Buy
+54,000
New +$12.4M 4.7% 8
2022
Q4
Sell
-5,100
Closed -$837K 15
2022
Q3
$837K Buy
+5,100
New +$837K 0.84% 4