RVPG
Relative Value Partners Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.69M | Buy |
11,077
+10,112
| +1,048% | +$3.37M | 0.48% | 52 |
|
|
2024
Q1 | $290K | Buy |
965
+5
| +0.5% | +$1.5K | 0.02% | 240 |
|
|
2023
Q4 | $284K | Sell |
960
-769
| -44% | -$227K | 0.02% | 243 |
|
|
2023
Q3 | $472K | Buy |
+1,729
| New | +$472K | 0.03% | 196 |
|