SIM
Studio Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
12,739
-932
| -7% | -$362K | 0.99% | 25 |
|
|
2025
Q1 | $4.51M | Sell |
13,671
-1,119
| -8% | -$369K | 0.93% | 25 |
|
|
2024
Q4 | $5.37M | Sell |
14,790
-464
| -3% | -$168K | 1.14% | 22 |
|
|
2024
Q3 | $5.97M | Sell |
15,254
-315
| -2% | -$123K | 1.25% | 21 |
|
|
2024
Q2 | $5.19M | Buy |
15,569
+192
| +1% | +$64K | 1.18% | 21 |
|
|
2024
Q1 | $5.63M | Sell |
15,377
-776
| -5% | -$284K | 1.34% | 20 |
|
|
2023
Q4 | $4.78M | Buy |
16,153
+2,973
| +23% | +$879K | 1.22% | 23 |
|
|
2023
Q3 | $3.6M | Buy |
13,180
+255
| +2% | +$69.6K | 1% | 28 |
|
|
2023
Q2 | $3.18M | Buy |
12,925
+511
| +4% | +$126K | 0.89% | 32 |
|
|
2023
Q1 | $2.84M | Sell |
12,414
-615
| -5% | -$141K | 0.86% | 35 |
|
|
2022
Q4 | $3.12M | Sell |
13,029
-331
| -2% | -$79.3K | 1.01% | 30 |
|
|
2022
Q3 | $2.19M | Buy |
13,360
+810
| +6% | +$133K | 0.79% | 38 |
|
|
2022
Q2 | $2.24M | Buy |
12,550
+125
| +1% | +$22.3K | 0.78% | 40 |
|
|
2022
Q1 | $2.77M | Buy |
12,425
+1,880
| +18% | +$419K | 0.91% | 31 |
|
|
2021
Q4 | $2.18M | Buy |
10,545
+2,700
| +34% | +$558K | 0.79% | 47 |
|
|
2021
Q3 | $1.51M | Buy |
+7,845
| New | +$1.51M | 0.64% | 47 |
|