PA
PSI Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
1,653
-227
| -12% | -$88.1K | 0.32% | 44 |
|
|
2025
Q1 | $620K | Sell |
1,880
-593
| -24% | -$196K | 0.2% | 62 |
|
|
2024
Q4 | $897K | Buy |
2,473
+136
| +6% | +$49.3K | 0.27% | 50 |
|
|
2024
Q3 | $914K | Buy |
2,337
+86
| +4% | +$33.6K | 0.27% | 56 |
|
|
2024
Q2 | $750K | Buy |
2,251
+35
| +2% | +$11.7K | 0.24% | 64 |
|
|
2024
Q1 | $812K | Sell |
2,216
-448
| -17% | -$164K | 0.29% | 58 |
|
|
2023
Q4 | $787K | Buy |
2,664
+303
| +13% | +$89.6K | 0.29% | 62 |
|
|
2023
Q3 | $644K | Sell |
2,361
-2,206
| -48% | -$602K | 0.28% | 66 |
|
|
2023
Q2 | $1.12M | Buy |
4,567
+2,212
| +94% | +$544K | 0.49% | 41 |
|
|
2023
Q1 | $539K | Sell |
2,355
-1,823
| -44% | -$417K | 0.26% | 64 |
|
|
2022
Q4 | $1M | Sell |
4,178
-1,058
| -20% | -$253K | 0.53% | 40 |
|
|
2022
Q3 | $859K | Sell |
5,236
-52
| -1% | -$8.53K | 0.45% | 46 |
|
|
2022
Q2 | $945K | Buy |
5,288
+240
| +5% | +$42.9K | 0.46% | 46 |
|
|
2022
Q1 | $1.13M | Sell |
5,048
-1,585
| -24% | -$353K | 0.46% | 45 |
|
|
2021
Q4 | $1.37M | Buy |
6,633
+680
| +11% | +$141K | 0.56% | 37 |
|
|
2021
Q3 | $1.14M | Buy |
5,953
+3,002
| +102% | +$576K | 0.52% | 37 |
|
|
2021
Q2 | $645K | Buy |
2,951
+932
| +46% | +$204K | 0.34% | 61 |
|
|
2021
Q1 | $468K | Sell |
2,019
-306
| -13% | -$70.9K | 0.28% | 72 |
|
|
2020
Q4 | $423K | Sell |
2,325
-4,404
| -65% | -$801K | 0.29% | 73 |
|
|
2020
Q3 | $1M | Sell |
6,729
-790
| -11% | -$118K | 0.77% | 31 |
|
|
2020
Q2 | $951K | Buy |
7,519
+484
| +7% | +$61.2K | 0.77% | 30 |
|
|
2020
Q1 | $816K | Buy |
7,035
+180
| +3% | +$20.9K | 0.75% | 30 |
|
|
2019
Q4 | $1.01M | Buy |
+6,855
| New | +$1.01M | 0.65% | 29 |
|