CPC
Congress Park Capital’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
1,595
+375
| +31% | +$146K | 0.2% | 75 |
|
|
2025
Q1 | $402K | Hold |
1,220
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $443K | Sell |
1,220
-250
| -17% | -$90.7K | 0.16% | 85 |
|
|
2024
Q3 | $575K | Hold |
1,470
| – | – | 0.21% | 78 |
|
|
2024
Q2 | $490K | Hold |
1,470
| – | – | 0.2% | 80 |
|
|
2024
Q1 | $539K | Sell |
1,470
-125
| -8% | -$45.8K | 0.24% | 76 |
|
|
2023
Q4 | $472K | Buy |
1,595
+175
| +12% | +$51.7K | 0.23% | 77 |
|
|
2023
Q3 | $388K | Hold |
1,420
| – | – | 0.2% | 82 |
|
|
2023
Q2 | $349K | Buy |
1,420
+350
| +33% | +$86.1K | 0.17% | 97 |
|
|
2023
Q1 | $245K | Buy |
1,070
+70
| +7% | +$16K | 0.13% | 105 |
|
|
2022
Q4 | $240K | Buy |
+1,000
| New | +$240K | 0.14% | 117 |
|