EFM
E Fund Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,183
-5,027
| -81% | -$1.95M | 0.02% | 238 |
|
|
2025
Q1 | $2.05M | Buy |
6,210
+950
| +18% | +$313K | 0.1% | 113 |
|
|
2024
Q4 | $1.91M | Buy |
5,260
+1,804
| +52% | +$654K | 0.1% | 113 |
|
|
2024
Q3 | $1.35M | Buy |
3,456
+365
| +12% | +$143K | 0.07% | 116 |
|
|
2024
Q2 | $1.03M | Buy |
3,091
+2,321
| +301% | +$773K | 0.06% | 124 |
|
|
2024
Q1 | $282K | Buy |
770
+80
| +12% | +$29.3K | 0.02% | 286 |
|
|
2023
Q4 | $204K | Sell |
690
-107
| -13% | -$31.6K | 0.01% | 280 |
|
|
2023
Q3 | $218K | Sell |
797
-64
| -7% | -$17.5K | 0.02% | 243 |
|
|
2023
Q2 | $212K | Sell |
861
-109
| -11% | -$26.8K | 0.02% | 272 |
|
|
2023
Q1 | $222K | Sell |
970
-46
| -5% | -$10.5K | 0.02% | 281 |
|
|
2022
Q4 | $243K | Buy |
+1,016
| New | +$243K | 0.02% | 265 |
|
|
2022
Q2 | – | Sell |
-1,056
| Closed | -$235K | – | 332 |
|
|
2022
Q1 | $235K | Sell |
1,056
-140
| -12% | -$31.2K | 0.01% | 265 |
|
|
2021
Q4 | $247K | Buy |
1,196
+2
| +0.2% | +$413 | 0.01% | 231 |
|
|
2021
Q3 | $229K | Buy |
+1,194
| New | +$229K | 0.01% | 213 |
|
|
2021
Q1 | $222K | Buy |
+958
| New | +$222K | 0.02% | 210 |
|