IAP
Indie Asset Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-886
| Closed | -$292K | – | 74 |
|
|
2025
Q1 | $292K | Sell |
886
-337
| -28% | -$111K | 0.25% | 68 |
|
|
2024
Q4 | $444K | Buy |
1,223
+2
| +0.2% | +$726 | 0.35% | 51 |
|
|
2024
Q3 | $478K | Sell |
1,221
-14
| -1% | -$5.48K | 0.36% | 45 |
|
|
2024
Q2 | $412K | Buy |
1,235
+1
| +0.1% | +$333 | 0.33% | 50 |
|
|
2024
Q1 | $452K | Buy |
1,234
+11
| +0.9% | +$4.03K | 0.4% | 41 |
|
|
2023
Q4 | $361K | Sell |
1,223
-5
| -0.4% | -$1.48K | 0.33% | 46 |
|
|
2023
Q3 | $335K | Buy |
1,228
+7
| +0.6% | +$1.91K | 0.34% | 44 |
|
|
2023
Q2 | $300K | Buy |
1,221
+1
| +0.1% | +$246 | 0.33% | 48 |
|
|
2023
Q1 | $279K | Sell |
1,220
-100
| -8% | -$22.9K | 0.33% | 54 |
|
|
2022
Q4 | $316K | Hold |
1,320
| – | – | 0.35% | 53 |
|
|
2022
Q3 | $217K | Hold |
1,320
| – | – | 0.22% | 77 |
|
|
2022
Q2 | $236K | Sell |
1,320
-15
| -1% | -$2.68K | 0.21% | 88 |
|
|
2022
Q1 | $297K | Hold |
1,335
| – | – | 0.22% | 84 |
|
|
2021
Q4 | $276K | Buy |
1,335
+102
| +8% | +$21.1K | 0.2% | 100 |
|
|
2021
Q3 | $237K | Buy |
1,233
+100
| +9% | +$19.2K | 0.19% | 106 |
|
|
2021
Q2 | $247K | Hold |
1,133
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $263K | Sell |
1,133
-450
| -28% | -$104K | 0.3% | 90 |
|
|
2020
Q4 | $288K | Buy |
1,583
+12
| +0.8% | +$2.18K | 0.34% | 75 |
|
|
2020
Q3 | $234K | Hold |
1,571
| – | – | 0.29% | 80 |
|
|
2020
Q2 | $223K | Sell |
1,571
-470
| -23% | -$66.7K | 0.28% | 80 |
|
|
2020
Q1 | $237K | Sell |
2,041
-32
| -2% | -$3.72K | 0.3% | 64 |
|
|
2019
Q4 | $306K | Buy |
+2,073
| New | +$306K | 0.33% | 60 |
|