EI
EDMP Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-738
| Closed | -$289K | – | 67 |
|
|
2024
Q3 | $289K | Sell |
738
-147
| -17% | -$57.5K | 0.24% | 67 |
|
|
2024
Q2 | $295K | Sell |
885
-907
| -51% | -$302K | 0.27% | 62 |
|
|
2024
Q1 | $657K | Hold |
1,792
| – | – | 0.55% | 49 |
|
|
2023
Q4 | $530K | Buy |
1,792
+628
| +54% | +$186K | 0.48% | 50 |
|
|
2023
Q3 | $318K | Hold |
1,164
| – | – | 0.32% | 55 |
|
|
2023
Q2 | $286K | Buy |
+1,164
| New | +$286K | 0.27% | 55 |
|