SIA
Schechter Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.03M | Sell |
3,136
-1,653
| -35% | -$545K | 0.09% | 227 |
|
|
2024
Q4 | $1.74M | Sell |
4,789
-132
| -3% | -$47.9K | 0.13% | 147 |
|
|
2024
Q3 | $1.92M | Buy |
4,921
+135
| +3% | +$52.8K | 0.14% | 144 |
|
|
2024
Q2 | $1.59M | Sell |
4,786
-73
| -2% | -$24.3K | 0.12% | 161 |
|
|
2024
Q1 | $1.78M | Sell |
4,859
-596
| -11% | -$218K | 0.13% | 144 |
|
|
2023
Q4 | $1.61M | Buy |
5,455
+132
| +2% | +$39K | 0.14% | 142 |
|
|
2023
Q3 | $1.45M | Sell |
5,323
-74
| -1% | -$20.2K | 0.14% | 151 |
|
|
2023
Q2 | $1.33M | Sell |
5,397
-281
| -5% | -$69.1K | 0.12% | 192 |
|
|
2023
Q1 | $1.3M | Buy |
5,678
+78
| +1% | +$17.9K | 0.12% | 197 |
|
|
2022
Q4 | $1.34M | Buy |
5,600
+350
| +7% | +$83.8K | 0.12% | 207 |
|
|
2022
Q3 | $861K | Sell |
5,250
-1,242
| -19% | -$204K | 0.08% | 336 |
|
|
2022
Q2 | $1.16M | Sell |
6,492
-921
| -12% | -$165K | 0.11% | 233 |
|
|
2022
Q1 | $1.65M | Buy |
7,413
+323
| +5% | +$72K | 0.15% | 142 |
|
|
2021
Q4 | $1.47M | Buy |
+7,090
| New | +$1.47M | 0.13% | 193 |
|