SIS
Strategic Investment Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
486
+102
| +27% | +$39.6K | 0.06% | 127 |
|
|
2025
Q1 | $127K | Buy |
384
+6
| +2% | +$1.98K | 0.04% | 125 |
|
|
2024
Q4 | $115K | Buy |
378
+48
| +15% | +$14.6K | 0.04% | 127 |
|
|
2024
Q3 | $129K | Buy |
330
+1
| +0.3% | +$391 | 0.04% | 121 |
|
|
2024
Q2 | $114K | Buy |
+329
| New | +$114K | 0.04% | 129 |
|
|
2023
Q4 | $96.4K | Buy |
+326
| New | +$96.4K | 0.02% | 335 |
|
|
2023
Q2 | – | Sell |
-321
| Closed | -$73.4K | – | 884 |
|
|
2023
Q1 | $73.4K | Buy |
+321
| New | +$73.4K | 0.01% | 301 |
|