IA
CAT icon

Intellus Advisors’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
1,320
+73
+6% +$28.3K 0.08% 79
2025
Q1
$411K Buy
1,247
+1
+0.1% +$330 0.07% 81
2024
Q4
$452K Buy
+1,246
New +$452K 0.08% 75