SIM
Seaview Investment Managers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,043
| Closed | -$9.91M | – | 95 |
|
|
2024
Q1 | $9.91M | Buy |
27,043
+698
| +3% | +$256K | 2.98% | 12 |
|
|
2023
Q4 | $7.79M | Sell |
26,345
-454
| -2% | -$134K | 2.49% | 20 |
|
|
2023
Q3 | $7.32M | Buy |
+26,799
| New | +$7.32M | 2.44% | 21 |
|
|
2021
Q4 | – | Sell |
-27,573
| Closed | -$5.29M | – | 92 |
|
|
2021
Q3 | $5.29M | Buy |
+27,573
| New | +$5.29M | 2.52% | 16 |
|