PVM
Palogic Value Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
1,406
+391
| +39% | +$152K | 0.22% | 97 |
|
|
2025
Q1 | $335K | Buy |
1,015
+58
| +6% | +$19.1K | 0.14% | 116 |
|
|
2024
Q4 | $347K | Buy |
957
+15
| +2% | +$5.44K | 0.13% | 122 |
|
|
2024
Q3 | $368K | Sell |
942
-16
| -2% | -$6.26K | 0.13% | 120 |
|
|
2024
Q2 | $319K | Buy |
958
+4
| +0.4% | +$1.33K | 0.14% | 121 |
|
|
2024
Q1 | $350K | Sell |
954
-23
| -2% | -$8.43K | 0.15% | 118 |
|
|
2023
Q4 | $289K | Buy |
977
+132
| +16% | +$39K | 0.13% | 124 |
|
|
2023
Q3 | $231K | Sell |
845
-27
| -3% | -$7.37K | 0.11% | 132 |
|
|
2023
Q2 | $215K | Sell |
872
-38
| -4% | -$9.35K | 0.1% | 139 |
|
|
2023
Q1 | $208K | Buy |
+910
| New | +$208K | 0.1% | 145 |
|