IIA
Integral Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-595
| Closed | -$216K | – | 156 |
|
|
2024
Q4 | $216K | Sell |
595
-74
| -11% | -$26.8K | 0.07% | 149 |
|
|
2024
Q3 | $262K | Sell |
669
-11
| -2% | -$4.3K | 0.09% | 139 |
|
|
2024
Q2 | $223K | Buy |
680
+4
| +0.6% | +$1.31K | 0.08% | 140 |
|
|
2024
Q1 | $247K | Buy |
+676
| New | +$247K | 0.1% | 131 |
|