RSA
River Street Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
8,318
-204
| -2% | -$79.2K | 1.39% | 17 |
|
|
2025
Q1 | $2.81M | Hold |
8,522
| – | – | 1.39% | 16 |
|
|
2024
Q4 | $3.09M | Sell |
8,522
-570
| -6% | -$207K | 1.58% | 16 |
|
|
2024
Q3 | $3.56M | Buy |
9,092
+5
| +0.1% | +$1.96K | 1.93% | 12 |
|
|
2024
Q2 | $3.03M | Buy |
9,087
+120
| +1% | +$40K | 1.86% | 12 |
|
|
2024
Q1 | $3.29M | Buy |
8,967
+5
| +0.1% | +$1.83K | 2.22% | 11 |
|
|
2023
Q4 | $2.65M | Sell |
8,962
-17
| -0.2% | -$5.03K | 2.11% | 10 |
|
|
2023
Q3 | $2.45M | Buy |
+8,979
| New | +$2.45M | 2.31% | 8 |
|