CD
Chapin Davis’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
5,877
-909
| -13% | -$353K | 0.63% | 38 |
|
|
2025
Q1 | $2.24M | Sell |
6,786
-384
| -5% | -$127K | 0.76% | 27 |
|
|
2024
Q4 | $2.8M | Hold |
7,170
| – | – | 0.91% | 23 |
|
|
2024
Q3 | $2.8M | Sell |
7,170
-1,243
| -15% | -$486K | 0.91% | 23 |
|
|
2024
Q2 | $2.8M | Buy |
8,413
+158
| +2% | +$52.6K | 0.96% | 22 |
|
|
2024
Q1 | $3.02M | Hold |
8,255
| – | – | 1.1% | 19 |
|
|
2023
Q4 | $2.44M | Buy |
8,255
+29
| +0.4% | +$8.57K | 1.03% | 19 |
|
|
2023
Q3 | $2.25M | Sell |
8,226
-65
| -0.8% | -$17.7K | 1.07% | 18 |
|
|
2023
Q2 | $2.04M | Buy |
8,291
+108
| +1% | +$26.6K | 0.97% | 19 |
|
|
2023
Q1 | $1.87M | Buy |
8,183
+5
| +0.1% | +$1.14K | 0.97% | 20 |
|
|
2022
Q4 | $1.96M | Buy |
+8,178
| New | +$1.96M | 1.14% | 21 |
|