EFG
Ethos Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
2,504
-3,022
| -55% | -$1.17M | 0.08% | 171 |
|
|
2025
Q1 | $1.91M | Buy |
5,526
+4,263
| +338% | +$1.47M | 0.18% | 118 |
|
|
2024
Q4 | $460K | Buy |
1,263
+509
| +68% | +$186K | 0.06% | 164 |
|
|
2024
Q3 | $295K | Buy |
754
+27
| +4% | +$10.6K | 0.05% | 208 |
|
|
2024
Q2 | $242K | Sell |
727
-8
| -1% | -$2.66K | 0.04% | 234 |
|
|
2024
Q1 | $269K | Buy |
735
+22
| +3% | +$8.05K | 0.05% | 218 |
|
|
2023
Q4 | $211K | Buy |
+713
| New | +$211K | 0.04% | 243 |
|