SPC
Spirepoint Private Client’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
1,467
+11
| +0.8% | +$4.27K | 0.06% | 149 |
|
|
2025
Q1 | $480K | Sell |
1,456
-134
| -8% | -$44.2K | 0.06% | 141 |
|
|
2024
Q4 | $577K | Hold |
1,590
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $622K | Buy |
1,590
+4
| +0.3% | +$1.56K | 0.08% | 131 |
|
|
2024
Q2 | $528K | Buy |
1,586
+982
| +163% | +$327K | 0.07% | 134 |
|
|
2024
Q1 | $221K | Buy |
+604
| New | +$221K | 0.03% | 189 |
|