Operose Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
1,789
+4
| +0.2% | +$1.55K | 0.2% | 61 |
|
|
2025
Q1 | $589K | Buy |
1,785
+5
| +0.3% | +$1.65K | 0.2% | 70 |
|
|
2024
Q4 | $646K | Sell |
1,780
-127
| -7% | -$46.1K | 0.22% | 63 |
|
|
2024
Q3 | $746K | Buy |
1,907
+5
| +0.3% | +$1.96K | 0.24% | 57 |
|
|
2024
Q2 | $633K | Buy |
1,902
+272
| +17% | +$90.6K | 0.22% | 66 |
|
|
2024
Q1 | $597K | Buy |
1,630
+5
| +0.3% | +$1.83K | 0.2% | 73 |
|
|
2023
Q4 | $481K | Sell |
1,625
-441
| -21% | -$130K | 0.19% | 59 |
|
|
2023
Q3 | $564K | Buy |
2,066
+473
| +30% | +$129K | 0.22% | 47 |
|
|
2023
Q2 | $392K | Buy |
1,593
+17
| +1% | +$4.18K | 0.18% | 52 |
|
|
2023
Q1 | $361K | Buy |
1,576
+6
| +0.4% | +$1.37K | 0.18% | 40 |
|
|
2022
Q4 | $376K | Buy |
1,570
+6
| +0.4% | +$1.44K | 0.2% | 37 |
|
|
2022
Q3 | $257K | Buy |
1,564
+7
| +0.4% | +$1.15K | 0.17% | 47 |
|
|
2022
Q2 | $278K | Buy |
1,557
+6
| +0.4% | +$1.07K | 0.2% | 42 |
|
|
2022
Q1 | $346K | Buy |
1,551
+7
| +0.5% | +$1.56K | 0.24% | 38 |
|
|
2021
Q4 | $319K | Buy |
+1,544
| New | +$319K | 0.26% | 44 |
|