Smartleaf Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
4,514
-625
| -12% | -$240K | 0.15% | 148 |
|
|
2025
Q1 | $1.69M | Buy |
5,139
+292
| +6% | +$96.3K | 0.16% | 140 |
|
|
2024
Q4 | $1.76M | Buy |
4,847
+988
| +26% | +$359K | 0.18% | 128 |
|
|
2024
Q3 | $1.51M | Buy |
3,859
+1,089
| +39% | +$426K | 0.18% | 128 |
|
|
2024
Q2 | $907K | Buy |
2,770
+485
| +21% | +$159K | 0.15% | 160 |
|
|
2024
Q1 | $833K | Buy |
2,285
+637
| +39% | +$232K | 0.16% | 151 |
|
|
2023
Q4 | $488K | Buy |
+1,648
| New | +$488K | 0.13% | 170 |
|