IIM
InTrack Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
4,683
+27
| +0.6% | +$10.5K | 1.22% | 31 |
|
|
2025
Q1 | $1.54M | Buy |
4,656
+848
| +22% | +$280K | 1.39% | 24 |
|
|
2024
Q4 | $1.41M | Buy |
3,808
+1,502
| +65% | +$558K | 0.99% | 35 |
|
|
2024
Q3 | $902K | Buy |
2,306
+82
| +4% | +$32.1K | 0.64% | 50 |
|
|
2024
Q2 | $741K | Buy |
2,224
+346
| +18% | +$115K | 0.53% | 59 |
|
|
2024
Q1 | $688K | Sell |
1,878
-692
| -27% | -$254K | 0.51% | 64 |
|
|
2023
Q4 | $760K | Buy |
2,570
+1,734
| +207% | +$513K | 0.57% | 62 |
|
|
2023
Q3 | $228K | Sell |
836
-3,819
| -82% | -$1.04M | 0.2% | 120 |
|
|
2023
Q2 | $1.15M | Buy |
+4,655
| New | +$1.15M | 0.94% | 31 |
|