CAM
Creekmur Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Buy |
22,980
+3,722
| +19% | +$1.44M | 1.58% | 13 |
|
|
2025
Q1 | $6.35M | Sell |
19,258
-914
| -5% | -$301K | 1.33% | 15 |
|
|
2024
Q4 | $7.32M | Buy |
20,172
+62
| +0.3% | +$22.5K | 1.68% | 13 |
|
|
2024
Q3 | $7.87M | Buy |
20,110
+1,444
| +8% | +$565K | 1.85% | 13 |
|
|
2024
Q2 | $6.22M | Buy |
18,666
+1,203
| +7% | +$401K | 1.6% | 14 |
|
|
2024
Q1 | $6.4M | Sell |
17,463
-478
| -3% | -$175K | 2.19% | 12 |
|
|
2023
Q4 | $5.3M | Buy |
+17,941
| New | +$5.3M | 1.65% | 14 |
|