Clark & Stuart Inc’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
639
-50
-7% -$19.4K 0.19% 43
2025
Q1
$227K Sell
689
-2,895
-81% -$955K 0.17% 42
2024
Q4
$1.3M Buy
+3,584
New +$1.3M 0.95% 29