RA
Rise Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
1,281
-53
| -4% | -$20.6K | 0.2% | 46 |
|
|
2025
Q1 | $440K | Sell |
1,334
-101
| -7% | -$33.3K | 0.19% | 45 |
|
|
2024
Q4 | $521K | Sell |
1,435
-53
| -4% | -$19.2K | 0.25% | 38 |
|
|
2024
Q3 | $582K | Buy |
1,488
+43
| +3% | +$16.8K | 0.28% | 34 |
|
|
2024
Q2 | $481K | Buy |
1,445
+17
| +1% | +$5.66K | 0.26% | 39 |
|
|
2024
Q1 | $523K | Buy |
1,428
+354
| +33% | +$130K | 0.28% | 34 |
|
|
2023
Q4 | $318K | Buy |
1,074
+78
| +8% | +$23.1K | 0.22% | 45 |
|
|
2023
Q3 | $272K | Buy |
996
+164
| +20% | +$44.8K | 0.22% | 42 |
|
|
2023
Q2 | $205K | Buy |
832
+43
| +5% | +$10.6K | 0.16% | 63 |
|
|
2023
Q1 | $180K | Buy |
789
+153
| +24% | +$35K | 0.14% | 71 |
|
|
2022
Q4 | $152K | Buy |
636
+71
| +13% | +$17K | 0.12% | 75 |
|
|
2022
Q3 | $93K | Buy |
565
+64
| +13% | +$10.5K | 0.08% | 97 |
|
|
2022
Q2 | $89K | Buy |
501
+179
| +56% | +$31.8K | 0.09% | 101 |
|
|
2022
Q1 | $72K | Buy |
322
+25
| +8% | +$5.59K | 0.06% | 117 |
|
|
2021
Q4 | $61.5K | Buy |
+297
| New | +$61.5K | 0.06% | 129 |
|