DAS
Diversify Advisory Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
3,434
+1,011
| +42% | +$417K | 0.05% | 247 |
|
|
2025
Q1 | $745K | Sell |
2,423
-120
| -5% | -$36.9K | 0.05% | 273 |
|
|
2024
Q4 | $893K | Sell |
2,543
-437
| -15% | -$153K | 0.05% | 246 |
|
|
2024
Q3 | $1.16M | Buy |
2,980
+39
| +1% | +$15.1K | 0.06% | 232 |
|
|
2024
Q2 | $959K | Buy |
2,941
+394
| +15% | +$128K | 0.05% | 251 |
|
|
2024
Q1 | $926K | Buy |
+2,547
| New | +$926K | 0.05% | 268 |
|