PCA Investment Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-891
| Closed | -$323K | – | 64 |
|
|
2024
Q4 | $323K | Hold |
891
| – | – | 0.15% | 92 |
|
|
2024
Q3 | $349K | Hold |
891
| – | – | 0.16% | 86 |
|
|
2024
Q2 | $297K | Buy |
891
+15
| +2% | +$5K | 0.16% | 91 |
|
|
2024
Q1 | $321K | Buy |
876
+5
| +0.6% | +$1.83K | 0.18% | 81 |
|
|
2023
Q4 | $257K | Buy |
871
+1
| +0.1% | +$295 | 0.17% | 89 |
|
|
2023
Q3 | $238K | Hold |
870
| – | – | 0.17% | 87 |
|
|
2023
Q2 | $214K | Buy |
+870
| New | +$214K | 0.13% | 108 |
|