ACGA
Atlanta Consulting Group Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Hold |
2,345
| – | – | 0.25% | 48 |
|
|
2025
Q1 | $773K | Buy |
2,345
+65
| +3% | +$21.4K | 0.23% | 55 |
|
|
2024
Q4 | $827K | Sell |
2,280
-773
| -25% | -$280K | 0.31% | 53 |
|
|
2024
Q3 | $1.19M | Buy |
3,053
+745
| +32% | +$291K | 0.3% | 65 |
|
|
2024
Q2 | $769K | Hold |
2,308
| – | – | 0.17% | 51 |
|
|
2024
Q1 | $846K | Buy |
+2,308
| New | +$846K | 0.29% | 48 |
|