CA
Claris Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
2,746
-176
| -6% | -$68.3K | 0.37% | 29 |
|
|
2025
Q1 | $964K | Hold |
2,922
| – | – | 0.36% | 28 |
|
|
2024
Q4 | $1.06M | Buy |
2,922
+397
| +16% | +$144K | 0.4% | 27 |
|
|
2024
Q3 | $988K | Buy |
2,525
+93
| +4% | +$36.4K | 0.43% | 26 |
|
|
2024
Q2 | $810K | Buy |
2,432
+22
| +0.9% | +$7.33K | 0.42% | 26 |
|
|
2024
Q1 | $883K | Buy |
2,410
+94
| +4% | +$34.4K | 0.45% | 24 |
|
|
2023
Q4 | $685K | Hold |
2,316
| – | – | 0.38% | 24 |
|
|
2023
Q3 | $632K | Hold |
2,316
| – | – | 0.4% | 21 |
|
|
2023
Q2 | $570K | Hold |
2,316
| – | – | 0.39% | 21 |
|
|
2023
Q1 | $530K | Sell |
2,316
-175
| -7% | -$40K | 0.39% | 19 |
|
|
2022
Q4 | $597K | Buy |
2,491
+12
| +0.5% | +$2.88K | 0.57% | 17 |
|
|
2022
Q3 | $407K | Hold |
2,479
| – | – | 0.47% | 15 |
|
|
2022
Q2 | $443K | Hold |
2,479
| – | – | 0.48% | 14 |
|
|
2022
Q1 | $552K | Hold |
2,479
| – | – | 0.59% | 13 |
|
|
2021
Q4 | $513K | Buy |
+2,479
| New | +$513K | 0.54% | 16 |
|