SAI
Savvy Advisors Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
5,105
+838
| +20% | +$325K | 0.13% | 118 |
|
|
2025
Q1 | $1.41M | Buy |
4,267
+227
| +6% | +$74.9K | 0.14% | 122 |
|
|
2024
Q4 | $1.47M | Sell |
4,040
-64
| -2% | -$23.2K | 0.18% | 101 |
|
|
2024
Q3 | $1.6M | Buy |
4,104
+2,101
| +105% | +$822K | 0.33% | 64 |
|
|
2024
Q2 | $667K | Buy |
2,003
+228
| +13% | +$76K | 0.22% | 106 |
|
|
2024
Q1 | $650K | Buy |
1,775
+154
| +10% | +$56.4K | 0.37% | 71 |
|
|
2023
Q4 | $479K | Buy |
+1,621
| New | +$479K | 0.47% | 63 |
|