PIM
Plato Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
13,768
+839
| +6% | +$325K | 0.4% | 50 |
|
|
2025
Q1 | $4.31M | Sell |
12,929
-1,665
| -11% | -$555K | 0.36% | 65 |
|
|
2024
Q4 | $5.31M | Hold |
14,594
| – | – | 0.39% | 53 |
|
|
2024
Q3 | $5.7M | Hold |
14,594
| – | – | 0.46% | 42 |
|
|
2024
Q2 | $4.86M | Buy |
14,594
+1,129
| +8% | +$376K | 0.45% | 42 |
|
|
2024
Q1 | $4.93M | Buy |
13,465
+10,660
| +380% | +$3.91M | 0.51% | 40 |
|
|
2023
Q4 | $829K | Buy |
+2,805
| New | +$829K | 1.02% | 18 |
|