ETIA
Epic Trust Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $452K | Buy |
1,355
+25
| +2% | +$8.33K | 0.5% | 48 |
|
|
2024
Q1 | $487K | Buy |
1,330
+72
| +6% | +$26.4K | 0.6% | 42 |
|
|
2023
Q4 | $372K | Sell |
1,258
-15
| -1% | -$4.44K | 0.5% | 55 |
|
|
2023
Q3 | $348K | Buy |
1,273
+95
| +8% | +$25.9K | 0.55% | 53 |
|
|
2023
Q2 | $290K | Buy |
1,178
+23
| +2% | +$5.66K | 0.41% | 64 |
|
|
2023
Q1 | $264K | Buy |
1,155
+10
| +0.9% | +$2.29K | 0.32% | 87 |
|
|
2022
Q4 | $274K | Buy |
+1,145
| New | +$274K | 0.41% | 76 |
|