EA
Everpar Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
1,594
+204
| +15% | +$79.2K | 0.28% | 84 |
|
|
2025
Q1 | $458K | Sell |
1,390
-290
| -17% | -$95.6K | 0.24% | 112 |
|
|
2024
Q4 | $609K | Buy |
1,680
+181
| +12% | +$65.7K | 0.31% | 77 |
|
|
2024
Q3 | $586K | Buy |
1,499
+135
| +10% | +$52.8K | 0.3% | 87 |
|
|
2024
Q2 | $454K | Sell |
1,364
-51
| -4% | -$17K | 0.23% | 136 |
|
|
2024
Q1 | $518K | Sell |
1,415
-889
| -39% | -$326K | 0.32% | 99 |
|
|
2023
Q4 | $681K | Buy |
+2,304
| New | +$681K | 0.32% | 114 |
|