IA
Inspire Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
7,498
-852
| -10% | -$331K | 0.3% | 53 |
|
|
2025
Q1 | $2.75M | Buy |
8,350
+1,507
| +22% | +$497K | 0.32% | 45 |
|
|
2024
Q4 | $2.48M | Sell |
6,843
-1,423
| -17% | -$516K | 0.3% | 36 |
|
|
2024
Q3 | $3.23M | Buy |
8,266
+1,694
| +26% | +$663K | 0.39% | 26 |
|
|
2024
Q2 | $2.19M | Sell |
6,572
-254
| -4% | -$84.6K | 0.29% | 37 |
|
|
2024
Q1 | $2.5M | Buy |
6,826
+318
| +5% | +$117K | 0.35% | 22 |
|
|
2023
Q4 | $1.92M | Buy |
6,508
+210
| +3% | +$62.1K | 0.29% | 25 |
|
|
2023
Q3 | $1.72M | Buy |
6,298
+5
| +0.1% | +$1.37K | 0.3% | 32 |
|
|
2023
Q2 | $1.55M | Sell |
6,293
-312
| -5% | -$76.8K | 0.3% | 23 |
|
|
2023
Q1 | $1.51M | Sell |
6,605
-589
| -8% | -$135K | 0.35% | 14 |
|
|
2022
Q4 | $1.72M | Sell |
7,194
-120
| -2% | -$28.7K | 0.43% | 13 |
|
|
2022
Q3 | $1.2M | Buy |
7,314
+1,208
| +20% | +$198K | 0.33% | 16 |
|
|
2022
Q2 | $1.09M | Buy |
6,106
+365
| +6% | +$65.3K | 0.31% | 16 |
|
|
2022
Q1 | $1.28M | Buy |
5,741
+160
| +3% | +$35.6K | 0.36% | 9 |
|
|
2021
Q4 | $1.15M | Buy |
5,581
+404
| +8% | +$83.5K | 0.33% | 13 |
|
|
2021
Q3 | $994K | Buy |
5,177
+307
| +6% | +$58.9K | 0.31% | 14 |
|
|
2021
Q2 | $1.06M | Buy |
4,870
+116
| +2% | +$25.2K | 0.35% | 13 |
|
|
2021
Q1 | $1.1M | Sell |
4,754
-11
| -0.2% | -$2.55K | 0.4% | 12 |
|
|
2020
Q4 | $867K | Buy |
+4,765
| New | +$867K | 0.32% | 15 |
|