SMA
Sage Mountain Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
3,137
+85
| +3% | +$33K | 0.08% | 117 |
|
|
2025
Q1 | $1.01M | Buy |
3,052
+421
| +16% | +$139K | 0.07% | 118 |
|
|
2024
Q4 | $954K | Buy |
2,631
+211
| +9% | +$76.5K | 0.07% | 123 |
|
|
2024
Q3 | $946K | Buy |
2,420
+187
| +8% | +$73.1K | 0.08% | 116 |
|
|
2024
Q2 | $744K | Sell |
2,233
-100
| -4% | -$33.3K | 0.07% | 126 |
|
|
2024
Q1 | $855K | Buy |
2,333
+762
| +49% | +$279K | 0.09% | 105 |
|
|
2023
Q4 | $464K | Sell |
1,571
-22
| -1% | -$6.51K | 0.05% | 139 |
|
|
2023
Q3 | $435K | Buy |
1,593
+74
| +5% | +$20.2K | 0.06% | 129 |
|
|
2023
Q2 | $374K | Buy |
1,519
+90
| +6% | +$22.1K | 0.05% | 151 |
|
|
2023
Q1 | $327K | Buy |
1,429
+344
| +32% | +$78.7K | 0.05% | 159 |
|
|
2022
Q4 | $260K | Buy |
+1,085
| New | +$260K | 0.06% | 123 |
|