SEIA
Signature Estate & Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
1,547
-133
| -8% | -$51.6K | 0.01% | 327 |
|
|
2025
Q1 | $554K | Buy |
1,680
+44
| +3% | +$14.5K | 0.01% | 321 |
|
|
2024
Q4 | $593K | Sell |
1,636
-362
| -18% | -$131K | 0.01% | 299 |
|
|
2024
Q3 | $781K | Sell |
1,998
-4
| -0.2% | -$1.56K | 0.02% | 237 |
|
|
2024
Q2 | $667K | Buy |
+2,002
| New | +$667K | 0.02% | 255 |
|
|
2019
Q3 | – | Sell |
-2,362
| Closed | -$322K | – | 154 |
|
|
2019
Q2 | $322K | Sell |
2,362
-2,787
| -54% | -$380K | 0.02% | 130 |
|
|
2019
Q1 | $697K | Sell |
5,149
-158,063
| -97% | -$21.4M | 0.05% | 111 |
|
|
2018
Q4 | $20.7M | Buy |
163,212
+8,217
| +5% | +$1.04M | 1.83% | 18 |
|
|
2018
Q3 | $23.6M | Buy |
154,995
+20,325
| +15% | +$3.1M | 2.13% | 12 |
|
|
2018
Q2 | $18.3M | Buy |
134,670
+6,880
| +5% | +$933K | 1.72% | 24 |
|
|
2018
Q1 | $18.8M | Sell |
127,790
-13,230
| -9% | -$1.95M | 1.9% | 20 |
|
|
2017
Q4 | $22.2M | Sell |
141,020
-10,471
| -7% | -$1.65M | 2.27% | 10 |
|
|
2017
Q3 | $18.9M | Buy |
151,491
+5,221
| +4% | +$651K | 2.11% | 11 |
|
|
2017
Q2 | $15.7M | Buy |
+146,270
| New | +$15.7M | 1.86% | 21 |
|
|
2013
Q3 | – | Sell |
-35,812
| Closed | -$2.95M | – | 53 |
|
|
2013
Q2 | $2.95M | Buy |
+35,812
| New | +$2.95M | 2.13% | 22 |
|