PA
Pineridge Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Hold |
117
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $38.6K | Sell |
117
-51
| -30% | -$16.8K | 0.02% | 122 |
|
|
2024
Q4 | $60.9K | Buy |
168
+51
| +44% | +$18.5K | 0.02% | 119 |
|
|
2024
Q3 | $45.8K | Sell |
117
-3
| -3% | -$1.17K | 0.02% | 144 |
|
|
2024
Q2 | $40K | Buy |
120
+4
| +3% | +$1.33K | 0.01% | 153 |
|
|
2024
Q1 | $42.5K | Sell |
116
-7
| -6% | -$2.57K | 0.02% | 148 |
|
|
2023
Q4 | $36.4K | Buy |
+123
| New | +$36.4K | 0.01% | 194 |
|