ML
McAdam LLC’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
1,872
+29
| +2% | +$11.3K | 0.04% | 161 |
|
|
2025
Q1 | $608K | Buy |
1,843
+111
| +6% | +$36.6K | 0.04% | 166 |
|
|
2024
Q4 | $628K | Buy |
1,732
+876
| +102% | +$318K | 0.03% | 171 |
|
|
2024
Q3 | $335K | Buy |
856
+186
| +28% | +$72.8K | 0.02% | 240 |
|
|
2024
Q2 | $223K | Buy |
670
+37
| +6% | +$12.3K | 0.01% | 287 |
|
|
2024
Q1 | $232K | Buy |
+633
| New | +$232K | 0.01% | 265 |
|
|
2018
Q4 | – | Sell |
-469
| Closed | -$73K | – | 136 |
|
|
2018
Q3 | $73K | Buy |
469
+8
| +2% | +$1.25K | 0.03% | 137 |
|
|
2018
Q2 | $63K | Hold |
461
| – | – | 0.03% | 131 |
|
|
2018
Q1 | $68K | Buy |
+461
| New | +$68K | 0.03% | 130 |
|