SIA
Sage Investment Advisers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $241K | Buy |
617
+2
| +0.3% | +$782 | 0.25% | 64 |
|
|
2024
Q2 | $205K | Buy |
615
+2
| +0.3% | +$666 | 0.23% | 66 |
|
|
2024
Q1 | $224K | Sell |
613
-596
| -49% | -$218K | 0.26% | 59 |
|
|
2023
Q4 | $357K | Sell |
1,209
-94
| -7% | -$27.8K | 0.43% | 45 |
|
|
2023
Q3 | $356K | Buy |
1,303
+6
| +0.5% | +$1.64K | 0.49% | 42 |
|
|
2023
Q2 | $319K | Buy |
1,297
+106
| +9% | +$26.1K | 0.43% | 45 |
|
|
2023
Q1 | $272K | Buy |
1,191
+56
| +5% | +$12.8K | 0.36% | 47 |
|
|
2022
Q4 | $272K | Buy |
+1,135
| New | +$272K | 0.39% | 49 |
|
|
2022
Q3 | – | Sell |
-1,122
| Closed | -$201K | – | 60 |
|
|
2022
Q2 | $201K | Sell |
1,122
-193
| -15% | -$34.6K | 0.31% | 58 |
|
|
2022
Q1 | $293K | Buy |
1,315
+7
| +0.5% | +$1.56K | 0.39% | 54 |
|
|
2021
Q4 | $270K | Buy |
+1,308
| New | +$270K | 0.35% | 58 |
|