CIA
Concurrent Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Buy |
23,037
+1,238
| +6% | +$481K | 0.17% | 129 |
|
|
2025
Q1 | $7.19M | Sell |
21,799
-3,948
| -15% | -$1.3M | 0.17% | 123 |
|
|
2024
Q4 | $9.34M | Buy |
25,747
+3,921
| +18% | +$1.42M | 0.25% | 86 |
|
|
2024
Q3 | $8.54M | Buy |
21,826
+2,244
| +11% | +$878K | 0.25% | 89 |
|
|
2024
Q2 | $6.52M | Buy |
19,582
+4,097
| +26% | +$1.36M | 0.21% | 109 |
|
|
2024
Q1 | $5.67M | Sell |
15,485
-1,004
| -6% | -$368K | 0.23% | 100 |
|
|
2023
Q4 | $4.88M | Buy |
+16,489
| New | +$4.88M | 0.23% | 98 |
|