PCH
PGIM Custom Harvest’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
732
+77
| +12% | +$29.9K | 0.01% | 204 |
|
|
2025
Q1 | $216K | Buy |
655
+47
| +8% | +$15.5K | 0.01% | 227 |
|
|
2024
Q4 | $221K | Buy |
608
+40
| +7% | +$14.5K | ﹤0.01% | 239 |
|
|
2024
Q3 | $222K | Buy |
+568
| New | +$222K | ﹤0.01% | 231 |
|
|
2023
Q2 | – | Sell |
-925
| Closed | -$212K | – | 177 |
|
|
2023
Q1 | $212K | Sell |
925
-28
| -3% | -$6.41K | 0.01% | 191 |
|
|
2022
Q4 | $228K | Buy |
+953
| New | +$228K | 0.01% | 190 |
|
|
2021
Q3 | $284K | Buy |
1,478
+298
| +25% | +$57.3K | 0.04% | 163 |
|
|
2021
Q2 | $257K | Buy |
1,180
+40
| +4% | +$8.71K | 0.05% | 151 |
|
|
2021
Q1 | $264K | Buy |
+1,140
| New | +$264K | 0.06% | 135 |
|