Peak Asset Management’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-564
Closed -$221K 150
2024
Q3
$221K Buy
+564
New +$221K 0.04% 145
2024
Q2
Sell
-564
Closed -$207K 148
2024
Q1
$207K Buy
+564
New +$207K 0.04% 140