South Shore Capital Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$455K Buy
2022
Q2
Sell
2022
Q1
$218K Buy
2021
Q2
Sell
2021
Q1
$283K Buy
2020
Q4
$222K Buy