CA
Crane Advisory’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
886
-128
| -13% | -$52K | 0.06% | 39 |
|
|
2025
Q1 | $298K | Hold |
1,014
| – | – | 0.05% | 35 |
|
|
2024
Q4 | $369K | Hold |
1,014
| – | – | 0.06% | 31 |
|
|
2024
Q3 | $393K | Hold |
1,014
| – | – | 0.07% | 30 |
|
|
2024
Q2 | $333K | Hold |
1,014
| – | – | 0.06% | 33 |
|
|
2024
Q1 | $375K | Buy |
1,014
+70
| +7% | +$25.9K | 0.08% | 30 |
|
|
2023
Q4 | $273K | Hold |
944
| – | – | 0.06% | 29 |
|
|
2023
Q3 | $256K | Hold |
944
| – | – | 0.06% | 26 |
|
|
2023
Q2 | $231K | Buy |
+944
| New | +$231K | 0.07% | 30 |
|