PCG
Prosperity Consulting Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
3,223
+120
| +4% | +$46.6K | 0.09% | 193 |
|
|
2025
Q1 | $1.02M | Sell |
3,103
-232
| -7% | -$76.5K | 0.08% | 215 |
|
|
2024
Q4 | $1.21M | Buy |
3,335
+125
| +4% | +$45.3K | 0.09% | 204 |
|
|
2024
Q3 | $1.26M | Sell |
3,210
-2,870
| -47% | -$1.12M | 0.1% | 201 |
|
|
2024
Q2 | $2.03M | Sell |
6,080
-681
| -10% | -$227K | 0.27% | 100 |
|
|
2024
Q1 | $2.48M | Buy |
6,761
+1,252
| +23% | +$459K | 0.31% | 93 |
|
|
2023
Q4 | $1.63M | Buy |
5,509
+215
| +4% | +$63.6K | 0.55% | 41 |
|
|
2023
Q3 | $1.45M | Buy |
5,294
+4,060
| +329% | +$1.11M | 0.66% | 38 |
|
|
2023
Q2 | $304K | Sell |
1,234
-88
| -7% | -$21.7K | 0.19% | 84 |
|
|
2023
Q1 | $302K | Sell |
1,322
-119
| -8% | -$27.2K | 0.19% | 86 |
|
|
2022
Q4 | $345K | Sell |
1,441
-19
| -1% | -$4.55K | 0.23% | 76 |
|
|
2022
Q3 | $240K | Sell |
1,460
-43
| -3% | -$7.07K | 0.2% | 82 |
|
|
2022
Q2 | $269K | Buy |
1,503
+46
| +3% | +$8.23K | 0.23% | 73 |
|
|
2022
Q1 | $325K | Buy |
1,457
+4
| +0.3% | +$892 | 0.24% | 73 |
|
|
2021
Q4 | $298K | Buy |
+1,453
| New | +$298K | 0.22% | 80 |
|