CMA
Cedar Mountain Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Hold |
90
| – | – | 0.01% | 120 |
|
|
2025
Q1 | $29.8K | Sell |
90
-5
| -5% | -$1.66K | 0.01% | 127 |
|
|
2024
Q4 | $34.6K | Sell |
95
-13
| -12% | -$4.73K | 0.01% | 116 |
|
|
2024
Q3 | $42.3K | Sell |
108
-2
| -2% | -$784 | 0.01% | 93 |
|
|
2024
Q2 | $36.7K | Hold |
110
| – | – | 0.01% | 91 |
|
|
2024
Q1 | $40.4K | Hold |
110
| – | – | 0.01% | 84 |
|
|
2023
Q4 | $32.6K | Hold |
110
| – | – | 0.01% | 97 |
|
|
2023
Q3 | $30.1K | Hold |
110
| – | – | 0.01% | 91 |
|
|
2023
Q2 | $27.1K | Buy |
110
+18
| +20% | +$4.44K | 0.01% | 105 |
|
|
2023
Q1 | $21.1K | Sell |
92
-43
| -32% | -$9.86K | 0.01% | 112 |
|
|
2022
Q4 | $32.4K | Hold |
135
| – | – | 0.01% | 92 |
|
|
2022
Q3 | $22K | Hold |
135
| – | – | 0.01% | 101 |
|
|
2022
Q2 | $24K | Hold |
135
| – | – | 0.01% | 102 |
|
|
2022
Q1 | $30K | Hold |
135
| – | – | 0.01% | 100 |
|
|
2021
Q4 | $28K | Hold |
135
| – | – | 0.01% | 106 |
|
|
2021
Q3 | $26K | Buy |
135
+43
| +47% | +$8.28K | 0.01% | 107 |
|
|
2021
Q2 | $20K | Sell |
92
-1
| -1% | -$217 | 0.01% | 113 |
|
|
2021
Q1 | $22K | Hold |
93
| – | – | 0.01% | 120 |
|
|
2020
Q4 | $17K | Hold |
93
| – | – | 0.01% | 131 |
|
|
2020
Q3 | $14K | Hold |
93
| – | – | 0.01% | 131 |
|
|
2020
Q2 | $12K | Buy |
93
+45
| +94% | +$5.81K | 0.01% | 133 |
|
|
2020
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 149 |
|
|
2019
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 150 |
|