SA
SpiderRock Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.5M | Buy |
39,685
+7,388
| +23% | +$2.89M | 0.25% | 52 |
|
|
2024
Q2 | $10.8M | Buy |
32,297
+3,200
| +11% | +$1.07M | 0.22% | 57 |
|
|
2024
Q1 | $10.2M | Buy |
+29,097
| New | +$10.2M | 0.25% | 61 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 33 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 33 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 58 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 239 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 357 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 83 |
|