SM
Sweeney & Michel’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
1,587
+2
| +0.1% | +$812 | 0.23% | 68 |
|
|
2025
Q1 | $434K | Buy |
+1,585
| New | +$434K | 0.19% | 81 |
|
|
2024
Q3 | $604K | Buy |
1,533
+2
| +0.1% | +$788 | 0.24% | 66 |
|
|
2024
Q2 | $499K | Buy |
1,531
+100
| +7% | +$32.6K | 0.21% | 66 |
|
|
2024
Q1 | $512K | Buy |
+1,431
| New | +$512K | 0.23% | 66 |
|
|
2023
Q3 | $312K | Hold |
1,329
| – | – | 0.16% | 87 |
|
|
2023
Q2 | $376K | Hold |
1,329
| – | – | 0.19% | 78 |
|
|
2023
Q1 | $301K | Buy |
+1,329
| New | +$301K | 0.16% | 89 |
|