IA
Insight Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
1,448
+2
| +0.1% | +$776 | 0.09% | 139 |
|
|
2025
Q1 | $477K | Buy |
1,446
+36
| +3% | +$11.9K | 0.08% | 152 |
|
|
2024
Q4 | $512K | Buy |
1,410
+5
| +0.4% | +$1.82K | 0.09% | 151 |
|
|
2024
Q3 | $549K | Sell |
1,405
-5
| -0.4% | -$1.96K | 0.09% | 145 |
|
|
2024
Q2 | $470K | Buy |
1,410
+109
| +8% | +$36.3K | 0.08% | 159 |
|
|
2024
Q1 | $477K | Sell |
1,301
-22
| -2% | -$8.06K | 0.09% | 165 |
|
|
2023
Q4 | $391K | Sell |
1,323
-39
| -3% | -$11.5K | 0.08% | 177 |
|
|
2023
Q3 | $372K | Sell |
1,362
-79
| -5% | -$21.6K | 0.09% | 178 |
|
|
2023
Q2 | $355K | Sell |
1,441
-457
| -24% | -$112K | 0.08% | 187 |
|
|
2023
Q1 | $434K | Sell |
1,898
-1,432
| -43% | -$328K | 0.1% | 171 |
|
|
2022
Q4 | $796K | Sell |
3,330
-647
| -16% | -$155K | 0.28% | 94 |
|
|
2022
Q3 | $652K | Sell |
3,977
-10
| -0.3% | -$1.64K | 0.26% | 104 |
|
|
2022
Q2 | $726K | Sell |
3,987
-604
| -13% | -$110K | 0.25% | 106 |
|
|
2022
Q1 | $1.02M | Buy |
4,591
+1,941
| +73% | +$433K | 0.31% | 90 |
|
|
2021
Q4 | $548K | Sell |
2,650
-93
| -3% | -$19.2K | 0.16% | 153 |
|
|
2021
Q3 | $558K | Buy |
2,743
+57
| +2% | +$11.6K | 0.17% | 154 |
|
|
2021
Q2 | $551K | Sell |
2,686
-1,039
| -28% | -$213K | 0.17% | 154 |
|
|
2021
Q1 | $850K | Buy |
3,725
+998
| +37% | +$228K | 0.27% | 104 |
|
|
2020
Q4 | $496K | Buy |
+2,727
| New | +$496K | 0.19% | 137 |
|