DRS
Deane Retirement Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
+14,498
| New | +$5.63M | 2.52% | 11 |
|
|
2021
Q2 | – | Sell |
-11,363
| Closed | -$2.64M | – | 59 |
|
|
2021
Q1 | $2.64M | Buy |
11,363
+286
| +3% | +$66.5K | 1.42% | 26 |
|
|
2020
Q4 | $2.02M | Sell |
11,077
-25
| -0.2% | -$4.55K | 1.23% | 23 |
|
|
2020
Q3 | $1.66M | Buy |
+11,102
| New | +$1.66M | 1.12% | 23 |
|