EverSource Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
3,470
-1,174
| -25% | -$456K | 0.06% | 215 |
|
|
2025
Q1 | $1.53M | Buy |
4,644
+350
| +8% | +$115K | 0.08% | 188 |
|
|
2024
Q4 | $1.56M | Buy |
4,294
+458
| +12% | +$166K | 0.09% | 182 |
|
|
2024
Q3 | $1.5M | Sell |
3,836
-131
| -3% | -$51.2K | 0.1% | 165 |
|
|
2024
Q2 | $1.37M | Sell |
3,967
-96
| -2% | -$33.2K | 0.09% | 171 |
|
|
2024
Q1 | $1.36M | Buy |
4,063
+1,696
| +72% | +$567K | 0.11% | 152 |
|
|
2023
Q4 | $700K | Sell |
2,367
-20
| -0.8% | -$5.91K | 0.06% | 206 |
|
|
2023
Q3 | $652K | Sell |
2,387
-19
| -0.8% | -$5.19K | 0.07% | 197 |
|
|
2023
Q2 | $592K | Sell |
2,406
-346
| -13% | -$85.1K | 0.07% | 214 |
|
|
2023
Q1 | $630K | Buy |
2,752
+830
| +43% | +$190K | 0.08% | 190 |
|
|
2022
Q4 | $461K | Buy |
1,922
+236
| +14% | +$56.5K | 0.07% | 207 |
|
|
2022
Q3 | $278K | Buy |
1,686
+333
| +25% | +$54.9K | 0.06% | 249 |
|
|
2022
Q2 | $243K | Sell |
1,353
-25
| -2% | -$4.49K | 0.06% | 239 |
|
|
2022
Q1 | $307K | Buy |
1,378
+834
| +153% | +$186K | 0.08% | 203 |
|
|
2021
Q4 | $112K | Buy |
+544
| New | +$112K | 0.03% | 292 |
|