CMP
Coston McIsaac & Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
304
+3
| +1% | +$1.16K | 0.03% | 193 |
|
|
2025
Q1 | $99K | Sell |
301
-5
| -2% | -$1.65K | 0.03% | 192 |
|
|
2024
Q4 | $111K | Sell |
306
-29
| -9% | -$10.5K | 0.03% | 177 |
|
|
2024
Q3 | $131 | Buy |
335
+4
| +1% | +$2 | 0.04% | 156 |
|
|
2024
Q2 | $110K | Buy |
331
+21
| +7% | +$6.98K | 0.03% | 170 |
|
|
2024
Q1 | $113K | Sell |
310
-15
| -5% | -$5.47K | 0.04% | 172 |
|
|
2023
Q4 | $96K | Buy |
325
+18
| +6% | +$5.32K | 0.03% | 176 |
|
|
2023
Q3 | $84K | Buy |
307
+213
| +227% | +$58.3K | 0.03% | 184 |
|
|
2023
Q2 | $23K | Hold |
94
| – | – | 0.01% | 386 |
|
|
2023
Q1 | $21K | Buy |
94
+1
| +1% | +$223 | 0.01% | 392 |
|
|
2022
Q4 | $22 | Hold |
93
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $15K | Hold |
93
| – | – | 0.01% | 372 |
|
|
2022
Q2 | $17K | Buy |
+93
| New | +$17K | 0.01% | 222 |
|