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Park Edge Advisors’s Caterpillar CAT Stock Holding History

Park Edge Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,421
Closed -$947K – 143
2024
Q3 		$947K Buy
2,421
+402
+20% +$157K 0.27% 71
2024
Q2 		$673K Buy
2,019
+110
+6% +$36.6K 0.21% 77
2024
Q1 		$700K Buy
+1,909
New +$700K 0.2% 70