Secure Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+749
| New | +$291K | 0.05% | 247 |
|
|
2025
Q1 | – | Sell |
-1,040
| Closed | -$377K | – | 307 |
|
|
2024
Q4 | $377K | Sell |
1,040
-298
| -22% | -$108K | 0.06% | 228 |
|
|
2024
Q3 | $523K | Sell |
1,338
-101
| -7% | -$39.5K | 0.09% | 175 |
|
|
2024
Q2 | $479K | Buy |
1,439
+111
| +8% | +$37K | 0.09% | 166 |
|
|
2024
Q1 | $486K | Buy |
1,328
+151
| +13% | +$55.3K | 0.11% | 134 |
|
|
2023
Q4 | $348K | Buy |
1,177
+3
| +0.3% | +$887 | 0.09% | 155 |
|
|
2023
Q3 | $320K | Buy |
+1,174
| New | +$320K | 0.1% | 153 |
|
|
2023
Q1 | – | Sell |
-942
| Closed | -$226K | – | 190 |
|
|
2022
Q4 | $226K | Buy |
+942
| New | +$226K | 0.08% | 177 |
|
|
2022
Q3 | – | Sell |
-1,133
| Closed | -$202K | – | 156 |
|
|
2022
Q2 | $202K | Sell |
1,133
-28
| -2% | -$4.99K | 0.11% | 161 |
|
|
2022
Q1 | $259K | Sell |
1,161
-12
| -1% | -$2.68K | 0.12% | 159 |
|
|
2021
Q4 | $242K | Buy |
1,173
+4
| +0.3% | +$825 | 0.1% | 174 |
|
|
2021
Q3 | $225K | Buy |
1,169
+3
| +0.3% | +$577 | 0.11% | 160 |
|
|
2021
Q2 | $254K | Buy |
1,166
+171
| +17% | +$37.3K | 0.13% | 152 |
|
|
2021
Q1 | $231K | Buy |
+995
| New | +$231K | 0.13% | 156 |
|