CG
Clarus Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
716
+2
| +0.3% | +$777 | 0.1% | 83 |
|
|
2025
Q1 | $236K | Sell |
714
-998
| -58% | -$329K | 0.09% | 89 |
|
|
2024
Q4 | $621K | Buy |
1,712
+1
| +0.1% | +$363 | 0.22% | 48 |
|
|
2024
Q3 | $669K | Sell |
1,711
-773
| -31% | -$302K | 0.28% | 45 |
|
|
2024
Q2 | $827K | Sell |
2,484
-317
| -11% | -$106K | 0.37% | 33 |
|
|
2024
Q1 | $1.03M | Sell |
2,801
-22
| -0.8% | -$8.06K | 0.72% | 27 |
|
|
2023
Q4 | $835K | Buy |
2,823
+397
| +16% | +$117K | 0.63% | 32 |
|
|
2023
Q3 | $662K | Buy |
2,426
+3
| +0.1% | +$819 | 0.48% | 38 |
|
|
2023
Q2 | $596K | Buy |
2,423
+10
| +0.4% | +$2.46K | 0.44% | 37 |
|
|
2023
Q1 | $552K | Buy |
2,413
+2
| +0.1% | +$458 | 0.52% | 31 |
|
|
2022
Q4 | $577K | Buy |
2,411
+3
| +0.1% | +$719 | 0.51% | 34 |
|
|
2022
Q3 | $395K | Buy |
2,408
+3
| +0.1% | +$492 | 0.36% | 44 |
|
|
2022
Q2 | $430K | Buy |
2,405
+2
| +0.1% | +$358 | 0.36% | 46 |
|
|
2022
Q1 | $535K | Buy |
2,403
+503
| +26% | +$112K | 0.36% | 41 |
|
|
2021
Q4 | $367K | Buy |
1,900
+2
| +0.1% | +$386 | 0.25% | 58 |
|
|
2021
Q3 | $364K | Buy |
1,898
+2
| +0.1% | +$384 | 0.25% | 61 |
|
|
2021
Q2 | $412K | Buy |
1,896
+2
| +0.1% | +$435 | 0.31% | 52 |
|
|
2021
Q1 | $436K | Buy |
1,894
+451
| +31% | +$104K | 0.36% | 45 |
|
|
2020
Q4 | $286K | Buy |
+1,443
| New | +$286K | 0.25% | 71 |
|