PGAM
Princeton Global Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
559
+139
| +33% | +$54K | 0.04% | 184 |
|
|
2025
Q1 | $139K | Sell |
420
-135
| -24% | -$44.5K | 0.03% | 206 |
|
|
2024
Q4 | $201K | Hold |
555
| – | – | 0.04% | 190 |
|
|
2024
Q3 | $217K | Hold |
555
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $185K | Hold |
555
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $203K | Sell |
555
-3,681
| -87% | -$1.35M | 0.05% | 158 |
|
|
2023
Q4 | $1.25M | Buy |
4,236
+51
| +1% | +$15.1K | 0.31% | 74 |
|
|
2023
Q3 | $1.14M | Sell |
4,185
-200
| -5% | -$54.6K | 0.32% | 76 |
|
|
2023
Q2 | $1.08M | Sell |
4,385
-30
| -0.7% | -$7.38K | 0.32% | 75 |
|
|
2023
Q1 | $1.01M | Sell |
4,415
-170
| -4% | -$38.9K | 0.29% | 78 |
|
|
2022
Q4 | $1.1M | Sell |
4,585
-230
| -5% | -$55.1K | 0.36% | 72 |
|
|
2022
Q3 | $790K | Sell |
4,815
-135
| -3% | -$22.2K | 0.28% | 82 |
|
|
2022
Q2 | $885K | Sell |
4,950
-360
| -7% | -$64.4K | 0.29% | 81 |
|
|
2022
Q1 | $1.18M | Sell |
5,310
-525
| -9% | -$117K | 0.33% | 81 |
|
|
2021
Q4 | $1.21M | Buy |
5,835
+4,100
| +236% | +$847K | 0.34% | 84 |
|
|
2021
Q3 | $333K | Sell |
1,735
-400
| -19% | -$76.8K | 0.1% | 145 |
|
|
2021
Q2 | $465K | Sell |
2,135
-5,214
| -71% | -$1.14M | 0.14% | 123 |
|
|
2021
Q1 | $1.7M | Buy |
7,349
+1,199
| +19% | +$278K | 0.55% | 58 |
|
|
2020
Q4 | $1.12M | Buy |
6,150
+200
| +3% | +$36.4K | 0.39% | 68 |
|
|
2020
Q3 | $887K | Sell |
5,950
-427
| -7% | -$63.7K | 0.36% | 80 |
|
|
2020
Q2 | $806K | Buy |
6,377
+5,195
| +440% | +$657K | 0.25% | 112 |
|
|
2020
Q1 | $137K | Sell |
1,182
-202
| -15% | -$23.4K | 0.06% | 173 |
|
|
2019
Q4 | $204 | Buy |
1,384
+327
| +31% | +$48 | 0.08% | 152 |
|
|
2019
Q3 | $130K | Hold |
1,057
| – | – | 0.07% | 159 |
|
|
2019
Q2 | $144K | Sell |
1,057
-453
| -30% | -$61.7K | 0.09% | 156 |
|
|
2019
Q1 | $204K | Buy |
+1,510
| New | +$204K | 0.14% | 135 |
|