CAM
CPA Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Hold |
11,009
| – | – | 1.8% | 15 |
|
|
2025
Q1 | $3.63M | Hold |
11,009
| – | – | 1.6% | 18 |
|
|
2024
Q4 | $3.99M | Hold |
11,009
| – | – | 1.86% | 15 |
|
|
2024
Q3 | $4.31M | Hold |
11,009
| – | – | 2.08% | 13 |
|
|
2024
Q2 | $3.67M | Hold |
11,009
| – | – | 1.96% | 13 |
|
|
2024
Q1 | $4.03M | Hold |
11,009
| – | – | 2.26% | 11 |
|
|
2023
Q4 | $3.26M | Hold |
11,009
| – | – | 1.98% | 13 |
|
|
2023
Q3 | $3.01M | Buy |
11,009
+108
| +1% | +$29.5K | 2.11% | 12 |
|
|
2023
Q2 | $2.68M | Hold |
10,901
| – | – | 1.93% | 14 |
|
|
2023
Q1 | $2.49M | Hold |
10,901
| – | – | 1.86% | 14 |
|
|
2022
Q4 | $2.61M | Buy |
+10,901
| New | +$2.61M | 2% | 12 |
|