PIA
Perennial Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
1,699
+475
| +39% | +$184K | 0.06% | 223 |
|
|
2025
Q1 | $403K | Buy |
1,224
+72
| +6% | +$23.7K | 0.05% | 262 |
|
|
2024
Q4 | $418K | Buy |
1,152
+99
| +9% | +$35.9K | 0.05% | 246 |
|
|
2024
Q3 | $411K | Sell |
1,053
-1
| -0.1% | -$391 | 0.05% | 238 |
|
|
2024
Q2 | $351K | Buy |
1,054
+24
| +2% | +$8K | 0.05% | 252 |
|
|
2024
Q1 | $378K | Sell |
1,030
-137
| -12% | -$50.2K | 0.06% | 217 |
|
|
2023
Q4 | $345K | Sell |
1,167
-133
| -10% | -$39.3K | 0.06% | 221 |
|
|
2023
Q3 | $355K | Sell |
1,300
-17
| -1% | -$4.64K | 0.06% | 208 |
|
|
2023
Q2 | $324K | Sell |
1,317
-18
| -1% | -$4.43K | 0.06% | 231 |
|
|
2023
Q1 | $306K | Buy |
1,335
+145
| +12% | +$33.2K | 0.06% | 234 |
|
|
2022
Q4 | $285K | Buy |
+1,190
| New | +$285K | 0.12% | 153 |
|