PMA
Prudent Man Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 146 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 153 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 139 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 142 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 151 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 144 |
|
|
2023
Q4 | – | Sell |
-390
| Closed | -$292K | – | 175 |
|
|
2023
Q3 | $292K | Hold |
390
| – | – | 0.12% | 139 |
|
|
2023
Q2 | $96K | Hold |
390
| – | – | 0.04% | 205 |
|
|
2023
Q1 | $89K | Hold |
390
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $93K | Buy |
+390
| New | +$93K | 0.04% | 200 |
|
|
2022
Q2 | – | Sell |
-390
| Closed | -$87K | – | 167 |
|
|
2022
Q1 | $87K | Hold |
390
| – | – | 0.04% | 185 |
|
|
2021
Q4 | $81K | Hold |
390
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $75K | Hold |
390
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $85K | Hold |
390
| – | – | 0.03% | 209 |
|
|
2021
Q1 | $90K | Buy |
+390
| New | +$90K | 0.04% | 197 |
|