PMSA
Patrick M. Sweeney & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
3,789
+50
| +1% | +$19.9K | 1.04% | 19 |
|
|
2025
Q1 | $1.23M | Sell |
3,739
-5
| -0.1% | -$1.65K | 0.92% | 22 |
|
|
2024
Q4 | $1.36M | Sell |
3,744
-15
| -0.4% | -$5.44K | 1.02% | 20 |
|
|
2024
Q3 | $1.47M | Buy |
3,759
+46
| +1% | +$18K | 1.08% | 18 |
|
|
2024
Q2 | $1.24M | Buy |
3,713
+20
| +0.5% | +$6.66K | 1% | 19 |
|
|
2024
Q1 | $1.35M | Buy |
3,693
+86
| +2% | +$31.5K | 1.11% | 19 |
|
|
2023
Q4 | $1.07M | Buy |
+3,607
| New | +$1.07M | 0.98% | 24 |
|