SIC
SJS Investment Consulting’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
1,339
-15
| -1% | -$5.82K | 0.08% | 54 |
|
|
2025
Q1 | $447K | Hold |
1,354
| – | – | 0.08% | 57 |
|
|
2024
Q4 | $491K | Sell |
1,354
-14
| -1% | -$5.08K | 0.08% | 54 |
|
|
2024
Q3 | $535K | Sell |
1,368
-1
| -0.1% | -$391 | 0.09% | 50 |
|
|
2024
Q2 | $456K | Hold |
1,369
| – | – | 0.09% | 52 |
|
|
2024
Q1 | $502K | Buy |
1,369
+93
| +7% | +$34.1K | 0.1% | 51 |
|
|
2023
Q4 | $377K | Hold |
1,276
| – | – | 0.09% | 54 |
|
|
2023
Q3 | $348K | Buy |
1,276
+8
| +0.6% | +$2.18K | 0.09% | 53 |
|
|
2023
Q2 | $312K | Hold |
1,268
| – | – | 0.08% | 57 |
|
|
2023
Q1 | $290K | Sell |
1,268
-2
| -0.2% | -$458 | 0.08% | 59 |
|
|
2022
Q4 | $304K | Sell |
1,270
-42
| -3% | -$10.1K | 0.09% | 58 |
|
|
2022
Q3 | $215K | Buy |
+1,312
| New | +$215K | 0.07% | 71 |
|
|
2022
Q1 | $290K | Buy |
1,298
+14
| +1% | +$3.13K | 0.09% | 72 |
|
|
2021
Q4 | $265K | Buy |
+1,284
| New | +$265K | 0.08% | 75 |
|