DA
Doliver Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
2,196
+182
| +9% | +$70.7K | 0.23% | 80 |
|
|
2025
Q1 | $664K | Buy |
2,014
+496
| +33% | +$164K | 0.19% | 84 |
|
|
2024
Q4 | $551K | Hold |
1,518
| – | – | 0.15% | 92 |
|
|
2024
Q3 | $594K | Buy |
1,518
+33
| +2% | +$12.9K | 0.16% | 86 |
|
|
2024
Q2 | $495K | Sell |
1,485
-28
| -2% | -$9.33K | 0.14% | 93 |
|
|
2024
Q1 | $554K | Sell |
1,513
-7
| -0.5% | -$2.57K | 0.16% | 91 |
|
|
2023
Q4 | $449K | Sell |
1,520
-116
| -7% | -$34.3K | 0.14% | 93 |
|
|
2023
Q3 | $447K | Sell |
1,636
-159
| -9% | -$43.4K | 0.13% | 96 |
|
|
2023
Q2 | $442K | Buy |
1,795
+282
| +19% | +$69.4K | 0.13% | 108 |
|
|
2023
Q1 | $346K | Sell |
1,513
-30
| -2% | -$6.87K | 0.11% | 117 |
|
|
2022
Q4 | $370K | Sell |
1,543
-10
| -0.6% | -$2.4K | 0.12% | 99 |
|
|
2022
Q3 | $255K | Buy |
+1,553
| New | +$255K | 0.09% | 120 |
|
|
2022
Q2 | – | Sell |
-1,181
| Closed | -$263K | – | 163 |
|
|
2022
Q1 | $263K | Buy |
+1,181
| New | +$263K | 0.08% | 143 |
|