SIA
Schear Investment Advisers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
6,904
-77
| -1% | -$29.9K | 1.33% | 21 |
|
|
2025
Q1 | $2.3M | Buy |
6,981
+117
| +2% | +$38.6K | 1.33% | 21 |
|
|
2024
Q4 | $2.49M | Buy |
6,864
+236
| +4% | +$85.6K | 1.33% | 19 |
|
|
2024
Q3 | $2.59M | Buy |
6,628
+647
| +11% | +$253K | 1.6% | 16 |
|
|
2024
Q2 | $1.99M | Buy |
5,981
+465
| +8% | +$155K | 1.44% | 20 |
|
|
2024
Q1 | $2.02M | Buy |
5,516
+627
| +13% | +$230K | 1.62% | 18 |
|
|
2023
Q4 | $1.45M | Buy |
4,889
+22
| +0.5% | +$6.51K | 1.39% | 21 |
|
|
2023
Q3 | $1.33M | Sell |
4,867
-288
| -6% | -$78.6K | 1.43% | 19 |
|
|
2023
Q2 | $1.27M | Buy |
5,155
+150
| +3% | +$36.9K | 1.34% | 21 |
|
|
2023
Q1 | $1.15M | Buy |
5,005
+219
| +5% | +$50.1K | 1.37% | 24 |
|
|
2022
Q4 | $1.15M | Buy |
+4,786
| New | +$1.15M | 1.41% | 22 |
|