MAM
McLean Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
787
+33
| +4% | +$13.1K | 0.08% | 118 |
|
|
2025
Q1 | $207K | Sell |
754
-47
| -6% | -$12.9K | 0.07% | 147 |
|
|
2024
Q4 | $290K | Buy |
801
+65
| +9% | +$23.6K | 0.09% | 120 |
|
|
2024
Q3 | $292K | Buy |
736
+13
| +2% | +$5.16K | 0.09% | 116 |
|
|
2024
Q2 | $237K | Buy |
723
+25
| +4% | +$8.21K | 0.08% | 138 |
|
|
2024
Q1 | $260K | Buy |
698
+3
| +0.4% | +$1.12K | 0.09% | 124 |
|
|
2023
Q4 | $201K | Buy |
+695
| New | +$201K | 0.08% | 140 |
|