CIAS
CFS Investment Advisory Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
2,110
+54
| +3% | +$21K | 0.07% | 188 |
|
|
2025
Q1 | $678K | Buy |
2,056
+36
| +2% | +$11.9K | 0.06% | 194 |
|
|
2024
Q4 | $733K | Sell |
2,020
-6
| -0.3% | -$2.18K | 0.07% | 180 |
|
|
2024
Q3 | $792K | Buy |
2,026
+397
| +24% | +$155K | 0.07% | 173 |
|
|
2024
Q2 | $543K | Buy |
+1,629
| New | +$543K | 0.04% | 179 |
|
|
2022
Q2 | – | Sell |
-227,945
| Closed | -$1K | – | 255 |
|
|
2022
Q1 | $1K | Buy |
+227,945
| New | +$1K | ﹤0.01% | 317 |
|