APA
Astoria Portfolio Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
3,158
-119
| -4% | -$51.1K | 0.38% | 46 |
|
|
2025
Q1 | $969K | Sell |
3,277
-191
| -6% | -$56.5K | 0.33% | 76 |
|
|
2024
Q4 | $1.29M | Buy |
3,468
+402
| +13% | +$149K | 0.46% | 44 |
|
|
2024
Q3 | $1.23M | Buy |
3,066
+309
| +11% | +$124K | 0.42% | 43 |
|
|
2024
Q2 | $918K | Buy |
2,757
+97
| +4% | +$32.3K | 0.33% | 54 |
|
|
2024
Q1 | $968K | Sell |
2,660
-31
| -1% | -$11.3K | 0.37% | 51 |
|
|
2023
Q4 | $869K | Buy |
2,691
+181
| +7% | +$58.4K | 0.35% | 50 |
|
|
2023
Q3 | $609K | Sell |
2,510
-121
| -5% | -$29.3K | 0.29% | 69 |
|
|
2023
Q2 | $673K | Buy |
2,631
+330
| +14% | +$84.4K | 0.26% | 71 |
|
|
2023
Q1 | $500K | Buy |
2,301
+548
| +31% | +$119K | 0.21% | 87 |
|
|
2022
Q4 | $438K | Sell |
1,753
-201
| -10% | -$50.2K | 0.21% | 95 |
|
|
2022
Q3 | $321K | Buy |
1,954
+568
| +41% | +$93.3K | 0.22% | 104 |
|
|
2022
Q2 | $248K | Buy |
1,386
+270
| +24% | +$48.3K | 0.18% | 132 |
|
|
2022
Q1 | $249K | Buy |
+1,116
| New | +$249K | 0.19% | 104 |
|