CIA
Compass Ion Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
2,867
+13
| +0.5% | +$5.05K | 0.12% | 92 |
|
|
2025
Q1 | $941K | Sell |
2,854
-107
| -4% | -$35.3K | 0.11% | 100 |
|
|
2024
Q4 | $1.07M | Sell |
2,961
-28
| -0.9% | -$10.2K | 0.13% | 95 |
|
|
2024
Q3 | $1.17M | Buy |
2,989
+150
| +5% | +$58.7K | 0.14% | 86 |
|
|
2024
Q2 | $1.04M | Hold |
2,839
| – | – | 0.15% | 87 |
|
|
2024
Q1 | $1.04M | Buy |
2,839
+1
| +0% | +$366 | 0.15% | 87 |
|
|
2023
Q4 | $839K | Sell |
2,838
-112
| -4% | -$33.1K | 0.13% | 101 |
|
|
2023
Q3 | $805K | Buy |
+2,950
| New | +$805K | 0.14% | 103 |
|