R
Rebalance’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
781
-45
| -5% | -$17.5K | 0.02% | 84 |
|
|
2025
Q1 | $272K | Sell |
826
-121
| -13% | -$39.9K | 0.02% | 86 |
|
|
2024
Q4 | $344K | Buy |
947
+122
| +15% | +$44.3K | 0.03% | 85 |
|
|
2024
Q3 | $323K | Hold |
825
| – | – | 0.02% | 82 |
|
|
2024
Q2 | $275K | Hold |
825
| – | – | 0.02% | 80 |
|
|
2024
Q1 | $302K | Hold |
825
| – | – | 0.02% | 79 |
|
|
2023
Q4 | $244K | Buy |
+825
| New | +$244K | 0.02% | 83 |
|