CA
CSM Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7M | Buy |
89,328
+63,663
| +248% | +$24.7M | 1.01% | 19 |
|
|
2025
Q1 | $8.46M | Sell |
25,665
-8,175
| -24% | -$2.7M | 0.46% | 52 |
|
|
2024
Q4 | $12.3M | Sell |
33,840
-547
| -2% | -$198K | 0.57% | 38 |
|
|
2024
Q3 | $13.4M | Sell |
34,387
-1,735
| -5% | -$678K | 0.88% | 36 |
|
|
2024
Q2 | $12M | Buy |
36,122
+633
| +2% | +$211K | 0.85% | 35 |
|
|
2024
Q1 | $13M | Buy |
35,489
+790
| +2% | +$290K | 0.85% | 37 |
|
|
2023
Q4 | $10.3M | Buy |
+34,699
| New | +$10.3M | 0.74% | 38 |
|